Advisor Group Holdings »

Capital Group Core Balanced shares owned by Advisor Group Holdings

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

Historical chart of Advisor Group Holdings investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Core Balanced held by Advisor Group Holdings 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 Advisor Group Holdings

Quarter filed Position value Share count Share price at filing
2024-09-30 $25M 801k 31.05
2024-03-31 $16M 542k 29.11
2023-12-31 $5.4M 198k 27.34
2023-09-30 $17k 661 24.97

More positions owned by Advisor Group Holdings

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)

View all positions for Advisor Group Holdings

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