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Capital Group Core Balanced shares owned by Advisortrust Partners

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

Historical chart of Advisortrust Partners investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by Advisortrust Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $292k 8.3k 35.33

More positions owned by Advisortrust Partners

Invesco Qqq Tr Unit Ser 1 (QQQ)
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Ishares Tr U.s. Finls Etf (IYF)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Us Consum Discre (IYC)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Wal-Mart Stores (WMT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
PNC Financial Services (PNC)
Target Corporation (TGT)
Medtronic SHS (MDT)
Merck & Co (MRK)

View all positions for Advisortrust Partners

Top funds holding Capital Group Core Balanced

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