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Capital Group Core Balanced shares owned by Acas

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

Historical chart of Acas investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by Acas

Quarter filed Position value Share count Share price at filing
2025-06-30 $4.4M 128k 34.08
2025-03-31 $3.6M 117k 31.08
2024-12-31 $3.3M 102k 32.44
2024-09-30 $2.7M 87k 31.05
2024-03-31 $1.2M 40k 29.11

More positions owned by Acas

Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr S&p 500 Grwt Etf (IVW)
Amazon (AMZN)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr S&p 500 Val Etf (IVE)
Capital Group Core Balanced SHS (CGBL)
Costco Wholesale Corporation (COST)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Value Etf (VTV)

View all positions for Acas

Top funds holding Capital Group Core Balanced

LPL Financial
Advance Capital Management
Envestnet Asset Management
Morgan Stanley
Cetera Investment Advisers
Raymond James Financial
Advisor Group Holdings
Commonwealth Equity Services
CWM
Wealth Enhancement Advisory Services
Cambridge Investment Research Advisors
Royal Bank of Canada
Wells Fargo & Company
Kestra Advisory Services
Jones Financial Companies, L.L

View all funds holding Capital Group Core Balanced