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Capital Group Core Balanced shares owned by Janney Montgomery Scott

Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Janney Montgomery Scott from 13F filings

Historical chart of Janney Montgomery Scott investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Core Balanced held by Janney Montgomery Scott consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Core Balanced by Janney Montgomery Scott

Quarter filed Position value Share count Share price at filing
2024-03-31 $471k 16k 29.14
2023-12-31 $303k 11k 27.38

More positions owned by Janney Montgomery Scott

Ishs Core Sp 500 Etf ETF/Closed End (IVV)
Microsoft Corp Common Stock (MSFT)
Apple Common Stock (AAPL)
Hlthcr Sel Sect Spdr Etf ETF/Closed End (XLV)
Tech Sel Sect Spdr Etf ETF/Closed End (XLK)
Amazoncom Common Stock (AMZN)
Nvidia Corp Common Stock (NVDA)
Vngrd Ftse All World Etf ETF/Closed End (VEU)
Ishs Core Ttl Usd Bd Etf ETF/Closed End- (IUSB)
Jpmorgan Chase Common Stock (JPM)
Select Commn Svc Sel Etf ETF/Closed End (XLC)
Vngrd Ftse Pacific Etf ETF/Closed End (VPL)
Inv Qqq Etf ETF/Closed End (QQQ)
Spdr Sp 500 Etf ETF/Closed End (SPY)
Alphabet Inc A Common Stock (GOOGL)

View all positions for Janney Montgomery Scott

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