Who owns CAPITAL GROUP CORE BALANCED?
- Ticker: CGBL
- CUSIP Number: 14021d107
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Analyze quarterly positions in Capital Group Core Balanced with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Capital Group Core Balanced stock
Who bought or sold CAPITAL GROUP CORE BALANCED this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Advance Capital Management | 1.9M | $56M | 100% | Mar 2024 |
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| Cambridge Investment Research Advisors | 494k | $14M | 120% | Mar 2024 |
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| Advisor Group Holdings | 198k | $5.4M | 29780% | Dec 2023 |
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| Sunbelt Securities | 171k | $5.0M | 72% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 165k | $4.8M | 150% | Mar 2024 |
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| Commonwealth Equity Services | 151k | $4.1M | 100% | Dec 2023 |
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| Kestra Advisory Services | 134k | $3.7M | 100% | Dec 2023 |
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| J Arnold Wealth Management | 102k | $2.8M | 100% | Dec 2023 |
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| Founders Financial Securities | 66k | $1.9M | 85% | Mar 2024 |
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| Taylor Financial Group | 63k | $1.7M | 100% | Dec 2023 |
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| Confluence Wealth Services | 58k | $1.7M | 1% | Mar 2024 |
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| Benjamin F. Edwards & Company | 48k | $1.3M | 100% | Dec 2023 |
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| Advisory Services Network | 44k | $1.2M | 100% | Dec 2023 |
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| Tempus Wealth Planning | 37k | $1.1M | 100% | Mar 2024 |
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| Johnson Bixby & Associates | 31k | $909k | 217% | Mar 2024 |
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| Westside Investment Management | 27k | $796k | 100% | Mar 2024 |
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| Harbour Investments | 25k | $685k | 100% | Dec 2023 |
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| Citadel Advisors | 25k | $672k | 100% | Dec 2023 |
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| Venture Visionary Partners | 24k | $642k | 100% | Dec 2023 |
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| Oakmont Partners | 22k | $652k | 46% | Mar 2024 |
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| CWM | 22k | $628k | 351% | Mar 2024 |
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| Armstrong, Fleming & Moore | 21k | $619k | 38% | Mar 2024 |
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| Lincoln National | 20k | $556k | 100% | Dec 2023 |
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| Private Advisor | 18k | $536k | 100% | Mar 2024 |
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| LongView Wealth Management | 18k | $512k | 100% | Mar 2024 |
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| Captrust Financial Advisors | 16k | $448k | 100% | Dec 2023 |
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| RFG Advisory | 14k | $394k | 1% | Mar 2024 |
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| Financial Advocates Investment Management | 12k | $349k | 100% | Mar 2024 |
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| H D Vest Advisory Services | 12k | $324k | 100% | Dec 2023 |
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| Janney Montgomery Scott | 11k | $303k | 100% | Dec 2023 |
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| Beacon Financial Advisory | 9.4k | $274k | 100% | Mar 2024 |
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| Moloney Securities Asset Management | 9.2k | $251k | 100% | Dec 2023 |
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| Hilltop Holdings | 8.8k | $239k | 100% | Dec 2023 |
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| Royal Bank of Canada | 8.6k | $235k | 100% | Dec 2023 |
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| Latitude Advisors | 8.0k | $234k | 100% | Mar 2024 |
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| Bridgewealth Advisory Group | 7.8k | $228k | 100% | Mar 2024 |
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| Lodestone Wealth Management | 7.1k | $208k | 100% | Mar 2024 |
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| AdvisorNet Financial | 1.4k | $40k | 100% | Mar 2024 |
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| D. J. St. Germain | 1.1k | $30k | 100% | Dec 2023 |
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| Iron Horse Wealth Management | 800.00 | $23k | 100% | Mar 2024 |
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| ICA Group Wealth Management | 690.00 | $19k | 100% | Dec 2023 |
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| Retirement Group | 627.00 | $18k | 0% | Mar 2024 |
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| Proequities | 263.00 | $7.7M | 100% | Mar 2024 |
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| Bell Investment Advisors | 45.00 | $1.2k | 100% | Dec 2023 |
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