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Capital Group Core Balanced shares owned by Advisor Resource Council

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

Historical chart of Advisor Resource Council 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 Resource Council 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 Resource Council

Quarter filed Position value Share count Share price at filing
2025-09-30 $291k 8.4k 34.72
2025-06-30 $219k 6.5k 33.44
2025-03-31 $5.1M 165k 30.98

More positions owned by Advisor Resource Council

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Msci Jpn Etf New (EWJ)
Spdr Gold Tr Gold Shs (GLD)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Ishares Tr Rus 1000 Etf (IWB)
Pacer Fds Tr Trendp Us Lar Cp (PTLC)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Pacer Fds Tr Trendpilot 100 (PTNQ)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Pgim Etf Tr Aaa Clo Etf (PAAA)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Rus Mid Cap Etf (IWR)

View all positions for Advisor Resource Council

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