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Capital Group Core Balanced shares owned by Sunbelt Securities

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

Historical chart of Sunbelt Securities investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by Sunbelt Securities

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.0M 171k 29.11
2023-12-31 $2.7M 100k 27.34
2023-09-30 $169k 6.8k 24.97

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View all positions for Sunbelt Securities

Top funds holding Capital Group Core Balanced

Advance Capital Management
Cambridge Investment Research Advisors
Advisor Group Holdings
Sunbelt Securities
Wealth Enhancement Advisory Services
Commonwealth Equity Services
Kestra Advisory Services
J Arnold Wealth Management
Founders Financial Securities
Taylor Financial Group
Confluence Wealth Services
Benjamin F. Edwards & Company
Advisory Services Network
Tempus Wealth Planning
Johnson Bixby & Associates

View all funds holding Capital Group Core Balanced