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Capital Group Core Balanced shares owned by Commonwealth Equity Services

Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Commonwealth Equity Services from 13F filings

Historical chart of Commonwealth Equity Services investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Core Balanced held by Commonwealth Equity Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Core Balanced by Commonwealth Equity Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $21M 721k 29.11
2023-12-31 $4.1M 151k 27.34

More positions owned by Commonwealth Equity Services

Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Value Etf (VTV)

View all positions for Commonwealth Equity Services

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