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Capital Group Core Balanced shares owned by Arvest Investments

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

Historical chart of Arvest Investments investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by Arvest Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $55k 1.8k 31.05
2024-06-30 $53k 1.8k 29.73

More positions owned by Arvest Investments

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Goldman Sachs Etf Tr Access Invt Gr (GIGB)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Cmbs Etf (CMBS)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Goldman Sachs Etf Tr Activebeta Eme (GEM)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Managed Portfolio Series Tortoise Nram Pi (TPYP)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Agency Bond Etf (AGZ)

View all positions for Arvest Investments

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