Who owns CAPITAL GROUP CORE BALANCED?
- Ticker: CGBL
- CUSIP Number: 14021d107
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Analyze quarterly positions in Capital Group Core Balanced with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Capital Group Core Balanced stock
Who bought or sold CAPITAL GROUP CORE BALANCED this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| LPL Financial | 5.5M | $171M | 45% | Mar 2025 |
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| Envestnet Asset Management | 3.1M | $98M | 32% | Mar 2025 |
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| Advance Capital Management | 2.2M | $67M | 1% | Mar 2025 |
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| Morgan Stanley | 1.8M | $57M | 100% | Dec 2024 |
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| Wealth Enhancement Advisory Services | 1.7M | $54M | 9% | Mar 2025 |
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| Advisor Group Holdings | 1.6M | $51M | 38% | Mar 2025 |
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| Cambridge Investment Research Advisors | 1.5M | $48M | 22% | Mar 2025 |
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| Royal Bank of Canada | 1.5M | $47M | 11% | Mar 2025 |
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| Commonwealth Equity Services | 1.2M | $39M | 39% | Dec 2024 |
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| Raymond James Financial | 1.0M | $32M | 24% | Mar 2025 |
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| Cetera Investment Advisers | 1.0M | $32M | 41% | Dec 2024 |
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| CWM | 715k | $22M | 1006% | Mar 2025 |
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| Kestra Advisory Services | 706k | $22M | 23% | Dec 2024 |
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| D. J. St. Germain | 706k | $22M | 23% | Mar 2025 |
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| Mariner Wealth Advisors | 525k | $16M | 19% | Mar 2025 |
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| Mml Investors Services | 471k | $15M | 94% | Dec 2024 |
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| Private Advisor | 370k | $12M | 16% | Mar 2025 |
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| Greenbush Financial Group | 333k | $10M | 3% | Mar 2025 |
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| Harbour Investments | 318k | $9.8M | 17% | Mar 2025 |
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| Jones Financial Companies, L.L | 317k | $9.8M | 132% | Mar 2025 |
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| Capital Management Associates | 313k | $9.7M | 200% | Mar 2025 |
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| Smartleaf Asset Management | 297k | $9.2M | 27% | Mar 2025 |
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| Jane Street | 281k | $8.7M | 25% | Mar 2025 |
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| Great Valley Advisor Group | 275k | $9.0M | 337% | Mar 2025 |
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| Advisory Services Network | 270k | $8.4M | 154% | Dec 2024 |
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| Confluence Wealth Services | 263k | $8.0M | 22% | Mar 2025 |
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| Mesirow Financial Investment Management International Equity | 262k | $8.1M | 85% | Mar 2025 |
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| D.A. Davidson & Co. | 236k | $7.3M | 12% | Mar 2025 |
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| Johnson Bixby & Associates | 208k | $6.5M | 17% | Mar 2025 |
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| Kestra Private Wealth Services | 204k | $6.3M | 7% | Mar 2025 |
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| Concurrent Investment Advisors | 199k | $6.2M | 4% | Mar 2025 |
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| Envestnet Portfolio Solutions | 189k | $5.8M | 63% | Mar 2025 |
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| Benjamin Edwards | 189k | $5.8M | 34% | Mar 2025 |
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| Janney Montgomery Scott | 183k | $5.7M | 43% | Mar 2025 |
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| IFP Advisors | 181k | $5.6M | 49958% | Mar 2025 |
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| Stifel Financial | 180k | $5.6M | 48% | Dec 2024 |
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| Advisor Resource Council | 165k | $5.1M | 100% | Mar 2025 |
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| Founders Financial Securities | 163k | $5.0M | 42% | Mar 2025 |
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| Capital Group Private Client Services | 159k | $4.9M | 3% | Mar 2025 |
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| Sunbelt Securities | 157k | $4.8M | 0% | Mar 2025 |
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| Atria Wealth Solutions | 148k | $4.6M | 62% | Mar 2025 |
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| Endeavor Private Wealth | 147k | $4.6M | 20% | Mar 2025 |
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| High Net Worth Advisory Group | 139k | $4.3M | 10% | Mar 2025 |
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| KWB Wealth | 138k | $4.3M | 571% | Mar 2025 |
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| LongView Wealth Management | 134k | $4.2M | 24% | Mar 2025 |
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| PCG Wealth Advisors | 132k | $4.1M | 394% | Mar 2025 |
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| Tempus Wealth Planning | 131k | $4.1M | 17% | Mar 2025 |
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| J Hagan Capital | 120k | $3.8M | 100% | Mar 2025 |
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| HighTower Advisors | 118k | $3.7M | 24% | Dec 2024 |
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| Acas | 117k | $3.6M | 14% | Mar 2025 |
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| Challenger Wealth Management | 116k | $3.6M | 100% | Mar 2025 |
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| Cullen Frost Bankers | 110k | $3.4M | 27% | Mar 2025 |
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| Seamount Financial Group | 106k | $3.3M | 21% | Mar 2025 |
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| Pensionmark Financial Group | 105k | $3.3M | 67% | Mar 2025 |
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| Westside Investment Management | 100k | $3.1M | 14% | Mar 2025 |
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| Worth Asset Management | 95k | $2.9M | 100% | Mar 2025 |
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| Taylor Financial Group | 94k | $2.9M | 10% | Mar 2025 |
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| UBS Group | 91k | $2.8M | 100% | Mar 2025 |
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| Smith, Moore & Co. | 91k | $2.9M | 217% | Dec 2024 |
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| Clarity Wealth Advisors | 89k | $2.8M | 33% | Mar 2025 |
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| CVFG | 88k | $2.7M | 60% | Mar 2025 |
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| Clear Creek Financial Management | 85k | $2.6M | 18% | Mar 2025 |
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| Signature Estate and Investment Advisors | 79k | $2.5M | 32% | Mar 2025 |
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| Sigma Planning | 75k | $2.3M | 13% | Mar 2025 |
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| Branch Banking & Trust Company | 72k | $2.2M | 32% | Mar 2025 |
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| Merit Financial Group | 71k | $2.2M | 100% | Mar 2025 |
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| Captrust Financial Advisors | 68k | $2.1M | 24% | Mar 2025 |
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| Brian McDonald | 63k | $1.9M | -2% | Mar 2025 |
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| National Asset Management | 63k | $2.0M | 113% | Dec 2024 |
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| Bleakley Financial Group | 62k | $1.9M | 24% | Mar 2025 |
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| Koshinski Asset Management | 62k | $1.9M | 66% | Mar 2025 |
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| TCG Advisory Services | 60k | $1.9M | 466% | Dec 2024 |
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| Gerber Kawasaki Wealth & Investment Management | 59k | $1.8M | 83% | Dec 2024 |
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| AA Financial Advisors | 59k | $1.8M | -8% | Mar 2025 |
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| Rockport Wealth | 58k | $1.8M | -41% | Mar 2025 |
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| Essex Financial Services | 58k | $1.8M | 36% | Mar 2025 |
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| Davies Financial Advisors | 56k | $1.7M | -4% | Mar 2025 |
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| Ameritas Advisory Services | 56k | $1.7M | 4% | Mar 2025 |
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| Mascagni Wealth Management | 56k | $1.8M | -27% | Mar 2025 |
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| Proequities | 55k | $1.8B | 21% | Dec 2024 |
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| Geneos Wealth Management | 21k | $635k | 99% | Mar 2025 |
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| Dahring | Cusmano | 53k | $1.6M | 241% | Mar 2025 |
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| Thoroughbred Financial Services | 53k | $1.7M | 100% | Dec 2024 |
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| WNY Asset Management | 48k | $1.5M | 100% | Mar 2025 |
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| ValMark Advisers | 48k | $1.5M | 106% | Mar 2025 |
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| RFG Advisory | 47k | $1.4M | 1% | Mar 2025 |
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| WR Wealth Planners | 45k | $1.4M | -64% | Dec 2024 |
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| Venture Visionary Partners | 45k | $1.4M | 15% | Dec 2024 |
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| Citadel Advisors | 45k | $1.4M | -10% | Mar 2025 |
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| CWS Financial Advisors | 44k | $1.4M | 51% | Dec 2024 |
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| Owen LaRue | 44k | $1.4M | -31% | Mar 2025 |
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| Patriot Financial Group Insurance Agency | 44k | $1.4M | 37% | Mar 2025 |
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| CLG | 41k | $1.3M | 57% | Mar 2025 |
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| Integrated Wealth Concepts | 39k | $1.2M | 87% | Dec 2024 |
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| GPS Wealth Strategies Group | 39k | $1.2M | 6% | Mar 2025 |
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| Financial Advocates Investment Management | 38k | $1.2M | 149% | Mar 2025 |
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| H D Vest Advisory Services | 38k | $1.2M | 114% | Dec 2024 |
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| Mutual Advisors | 37k | $1.1M | -28% | Mar 2025 |
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| PFG Advisors | 37k | $1.1M | 13% | Dec 2024 |
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| Keystone Wealth Services | 36k | $1.1M | 16% | Mar 2025 |
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| Centaurus Financial | 36k | $1.1M | 100% | Dec 2024 |
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| First Heartland Consultants | 36k | $1.1M | 132% | Mar 2025 |
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| Prospera Financial Services | 35k | $1.1M | 38% | Dec 2024 |
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| Burford Brothers | 33k | $1.0M | 18% | Mar 2025 |
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| Strategic Blueprint | 32k | $981k | 227% | Mar 2025 |
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| Kingsview Wealth Management | 32k | $981k | -35% | Mar 2025 |
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| Capital Research and Management Company - Division 3 | 32k | $981k | 0% | Mar 2025 |
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| Beacon Financial Advisory | 32k | $977k | 43% | Mar 2025 |
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| Synergy Investment Management | 31k | $964k | 78% | Mar 2025 |
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| Bare Financial Services | 30k | $923k | 21% | Mar 2025 |
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| RIA Advisory Group | 30k | $919k | -10% | Mar 2025 |
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| We Are One Seven | 29k | $911k | 183% | Mar 2025 |
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| Stratos Wealth Advisors | 29k | $886k | 13% | Mar 2025 |
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| Steward Partners Investment Advisory | 28k | $870k | 101% | Dec 2024 |
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| Davenport & Co | 27k | $836k | 100% | Mar 2025 |
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| Moloney Securities Asset Management | 26k | $810k | -22% | Mar 2025 |
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| Oakmont Partners | 25k | $773k | -1% | Mar 2025 |
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| Stratos Wealth Partners | 25k | $763k | -11% | Mar 2025 |
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| McNamara Financial Services | 23k | $706k | 100% | Mar 2025 |
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| Independent Wealth Network | 21k | $656k | 39% | Mar 2025 |
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| AdvisorNet Financial | 21k | $642k | 35% | Mar 2025 |
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| Goss Wealth Management | 20k | $624k | 35% | Dec 2024 |
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| Leigh Baldwin & Co | 20k | $613k | 100% | Mar 2025 |
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| Continuum Advisory | 20k | $610k | 97% | Mar 2025 |
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| Equitable Holdings | 19k | $605k | 100% | Dec 2024 |
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| Gateway Wealth Partners | 19k | $599k | 21% | Mar 2025 |
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| Advisor OS | 19k | $596k | 22% | Mar 2025 |
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| Tyler-Stone Wealth Management | 18k | $565k | 40% | Mar 2025 |
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| Ashton Thomas Securities | 18k | $561k | 19% | Mar 2025 |
|
| Pines Wealth Management | 18k | $515k | -10% | Mar 2025 |
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| KPP Advisory Services | 18k | $543k | 100% | Mar 2025 |
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| MSH Capital Advisors | 17k | $527k | 1% | Mar 2025 |
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| United Advisor Group | 17k | $523k | 3% | Mar 2025 |
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| Tennessee Valley Asset Management Partners | 16k | $493k | 4% | Mar 2025 |
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| Bridgewealth Advisory Group | 16k | $486k | -2% | Mar 2025 |
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| Golden State Equity Partners | 16k | $482k | 107% | Mar 2025 |
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| Latitude Advisors | 15k | $473k | 17% | Mar 2025 |
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| Gwn Securities | 15k | $473k | 100% | Mar 2025 |
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| SFG Wealth Management | 14k | $435k | 100% | Mar 2025 |
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| J.w. Cole Advisors | 14k | $434k | 100% | Mar 2025 |
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| Smith Thornton Advisors | 13k | $413k | 15% | Mar 2025 |
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| Carson Advisory | 13k | $405k | -2% | Mar 2025 |
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| Lodestone Wealth Management | 13k | $399k | 31% | Mar 2025 |
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| Richmond Investment Services | 13k | $398k | -31% | Mar 2025 |
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| Strategic Financial Concepts | 13k | $389k | 100% | Mar 2025 |
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| Buckingham Strategic Partners | 12k | $383k | 100% | Mar 2025 |
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| Householder Group Estate & Retirement Specialist | 12k | $372k | -33% | Dec 2024 |
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| Summit Global Investments | 12k | $366k | 19% | Mar 2025 |
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| Kiley Juergens Wealth Management | 11k | $352k | 100% | Mar 2025 |
|
| Quantum Financial Planning Services | 11k | $333k | -46% | Mar 2025 |
|
Who sold out of Capital Group Core Balanced?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Flow Traders US | Sep 2024 | 268k | $8.3M |
| Independent Advisor Alliance | Dec 2024 | 61k | $1.9M |
| Sagespring Wealth Partners | Dec 2024 | 34k | $1.1M |
| Feltz Wealth PLAN | Dec 2024 | 23k | $731k |
| Old Mission Capital | Sep 2024 | 20k | $632k |
| Armstrong, Fleming & Moore | Dec 2024 | 19k | $587k |