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Capital Group Core Balanced shares owned by Advisory Services Network

Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Advisory Services Network from 13F filings

Historical chart of Advisory Services Network investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by Advisory Services Network

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.7M 58k 29.11
2023-12-31 $1.2M 44k 27.34

More positions owned by Advisory Services Network

Apple Stock (AAPL)
Ishares Tr Etf (IVV)
Microsoft Corp Stock (MSFT)
Amazon Stock (AMZN)
Spdr Ser Tr Etf (BIL)
Invesco Qqq Tr Etf (QQQ)
Spdr S&p 500 Etf Tr Etf (SPY)
Ishares Tr Etf (SHV)
Meta Platforms Stock (META)
Eli Lilly & Co Stock (LLY)
Alphabet Stock (GOOGL)
Vanguard Index Fds Etf (VUG)
Jpmorgan Chase & Co Stock (JPM)
Alphabet Stock (GOOG)
Broadcom Stock (AVGO)

View all positions for Advisory Services Network

Top funds holding Capital Group Core Balanced

Advance Capital Management
Commonwealth Equity Services
Advisor Group Holdings
Cambridge Investment Research Advisors
LPL Financial
Sunbelt Securities
Wealth Enhancement Advisory Services
D.A. Davidson & Co.
Kestra Advisory Services
Royal Bank of Canada
J Arnold Wealth Management
Rockport Wealth
Mariner Wealth Advisors
Envestnet Asset Management
HighTower Advisors

View all funds holding Capital Group Core Balanced