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George Putnam Balanced Fund Class Y shares owned by Garton & Associates Financial Advisors

Quarter-by-quarter ownership of George Putnam Balanced Fund Class Y shares owned by Garton & Associates Financial Advisors from 13F filings

Historical chart of Garton & Associates Financial Advisors investment in George Putnam Balanced Fund Class Y

Tip: Access up to 7 years of quarterly data

All positions including George Putnam Balanced Fund Class Y held by Garton & Associates Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in George Putnam Balanced Fund Class Y by Garton & Associates Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $49k 1.8k 27.11

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Top funds holding George Putnam Balanced Fund Class Y

Garton & Associates Financial Advisors

View all funds holding George Putnam Balanced Fund Class Y