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Capital Group Core Balanced shares owned by Oakmont Partners

Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Oakmont Partners from 13F filings

Historical chart of Oakmont Partners investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by Oakmont Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $652k 22k 29.22
2023-12-31 $419k 15k 27.34

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Top funds holding Capital Group Core Balanced

Advance Capital Management
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Advisor Group Holdings
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LPL Financial
Sunbelt Securities
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HighTower Advisors
Founders Financial Securities
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View all funds holding Capital Group Core Balanced