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Capital Group Core Balanced shares owned by Ashton Thomas Securities

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

Historical chart of Ashton Thomas Securities investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by Ashton Thomas Securities

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 34k 34.72
2025-06-30 $996k 30k 33.44
2025-03-31 $561k 18k 30.98
2024-12-31 $476k 15k 31.27
2024-09-30 $141k 4.5k 31.05

More positions owned by Ashton Thomas Securities

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Microsoft Corporation (MSFT)
Ishares Core Msci Emkt (IEMG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exch Trd Slf Idx Intl Dev Dynamic (IMFL)
Meta Platforms Cl A (META)
Apple (AAPL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Ashton Thomas Securities

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