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Capital Group Core Balanced shares owned by Advisor OS

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

Historical chart of Advisor OS 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 OS consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Core Balanced by Advisor OS

Quarter filed Position value Share count Share price at filing
2024-09-30 $471k 15k 31.05

More positions owned by Advisor OS

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Northrop Grumman Corporation (NOC)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Microsoft Corporation (MSFT)
Schwab Charles Family Amt Tax Free Mny (SCTXX)

View all positions for Advisor OS

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