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Capital Group Core Balanced shares owned by Cambridge Investment Research Advisors

Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Cambridge Investment Research Advisors from 13F filings

Historical chart of Cambridge Investment Research Advisors investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Core Balanced held by Cambridge Investment Research Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Core Balanced by Cambridge Investment Research Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $14M 494k 29.11
2023-12-31 $6.1M 224k 27.34

More positions owned by Cambridge Investment Research Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple Inc Com (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Microsoft Corp Com (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon Com Inc Com (AMZN)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
SPDR S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Value Etf (VTV)

View all positions for Cambridge Investment Research Advisors

Top funds holding Capital Group Core Balanced

Advance Capital Management
Commonwealth Equity Services
Advisor Group Holdings
Cambridge Investment Research Advisors
LPL Financial
Sunbelt Securities
Wealth Enhancement Advisory Services
D.A. Davidson & Co.
Kestra Advisory Services
J Arnold Wealth Management
Rockport Wealth
Envestnet Asset Management
HighTower Advisors
Founders Financial Securities
Taylor Financial Group

View all funds holding Capital Group Core Balanced