AI Financial Services »

Capital Group Core Balanced shares owned by AI Financial Services

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

Historical chart of AI Financial Services investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital Group Core Balanced by AI Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $285k 8.2k 34.86
2025-06-30 $274k 8.2k 33.44
2025-03-31 $253k 8.2k 30.98
2024-12-31 $245k 7.8k 31.27

More positions owned by AI Financial Services

Ishares Tr Russell 2000 Etf (IWM)
Touchstone Etf Trust Touchstone Sands (TSEL)
2023 Etf Series Trust Brandes Us Value (BUSA)
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Virtus Etf Tr Ii Alphasimplex Mng (ASMF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Tcw Etf Trust Transfrm 500 Etf (VOTE)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)

View all positions for AI Financial Services

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