Acas »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital Group Core Balanced by Acas

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.7M 87k 31.05
2024-03-31 $1.2M 40k 29.11

More positions owned by Acas

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

View all positions for Acas

Top funds holding Capital Group Core Balanced

LPL Financial
Advance Capital Management
Envestnet Asset Management
Royal Bank of Canada
Cambridge Investment Research Advisors
Commonwealth Equity Services
Advisor Group Holdings
Morgan Stanley
Kestra Advisory Services
Wealth Enhancement Advisory Services
Raymond James & Associates
D. J. St. Germain
Cetera Investment Advisers
Jane Street
Flow Traders US

View all funds holding Capital Group Core Balanced