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Capital Group Core Balanced shares owned by Ameriflex Group

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

Historical chart of Ameriflex Group investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by Ameriflex Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $422k 12k 34.41
2025-03-31 $2.5k 81 30.98
2024-12-31 $1.7k 54 32.17

More positions owned by Ameriflex Group

Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard S&p 500 Etf - Equity (VOO)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Microsoft Corporation Common Stocks (MSFT)
Proshares Tr S&p 500 Dv Arist (NOBL)
Costco Wholesale Corporation (COST)
Chevron Corporation (CVX)
Invesco Qqq Tr Unit Ser 1 (QQQ)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Procter & Gamble Company (PG)
Union Pacific Corporation (UNP)
Broadcom (AVGO)
Exxon Mobil Corporation (XOM)

View all positions for Ameriflex Group

Top funds holding Capital Group Core Balanced

LPL Financial
Advance Capital Management
Envestnet Asset Management
Wells Fargo & Company
Morgan Stanley
Cetera Investment Advisers
Forge Financial Services
Raymond James Financial
Commonwealth Equity Services
Advisor Group Holdings
Royal Bank of Canada
Cambridge Investment Research Advisors
CWM
Jones Financial Companies, L.L
Aprio Wealth Management

View all funds holding Capital Group Core Balanced