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Capital Group Core Balanced shares owned by AdvisorNet Financial

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

Historical chart of AdvisorNet Financial investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by AdvisorNet Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $99k 3.2k 31.05
2024-06-30 $41k 1.4k 29.73
2024-03-31 $40k 1.4k 29.11

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Spdr Portfolio S&p 500 Etf Etf (SPLG)
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Ishares S&p 500 Index Etf (IVV)
Microsoft Stock (MSFT)
Apple Stock (AAPL)
Dimensional International Core Equity 2 Etf Etf (DFIC)
Vanguard Total Stock Market Etf Etf (VTI)
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Vanguard Ftse Developed Markets Etf Etf (VEA)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Nvidia Corporation Stock (NVDA)
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Ishares Dj Us Technology Etf (IYW)
Vanguard Growth Etf Etf (VUG)

View all positions for AdvisorNet Financial

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