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Capital Group Core Balanced shares owned by Assetmark

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

Historical chart of Assetmark investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by Assetmark

Quarter filed Position value Share count Share price at filing
2025-12-31 $8.0M 225k 35.33
2025-09-30 $4.3M 123k 34.72
2025-06-30 $758k 23k 33.44

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View all positions for Assetmark

Top funds holding Capital Group Core Balanced

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

View all funds holding Capital Group Core Balanced