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Capital Group Core Balanced shares owned by Proequities

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

Historical chart of Proequities investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by Proequities

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.7M 263 29212.93
2023-12-31 $0 0 0.00
2023-09-30 $0 0 0.00

More positions owned by Proequities

Ishares Tr Core S&p500 Etf (IVV)
Vanguard World Mega Cap Index (MGC)
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Usa Quality Fctr (QUAL)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Mbs Etf (MBB)
Apple (AAPL)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Amazon (AMZN)
Ishares Tr Core Msci Eafe (IEFA)
NVIDIA Corporation (NVDA)

View all positions for Proequities

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