Atlanta Consulting Group Advisors »

Capital Group Core Balanced shares owned by Atlanta Consulting Group Advisors

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

Historical chart of Atlanta Consulting Group Advisors investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Core Balanced held by Atlanta Consulting Group Advisors 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 Atlanta Consulting Group Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $200k 5.3k 37.96

More positions owned by Atlanta Consulting Group Advisors

Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Mcp Etf (IJH)
Alliance Resource Partners L Ut Ltd Part (ARLP)
Ishares Core Msci Emkt (IEMG)
2023 Etf Series Trust Eagl Cap Sel Etf (EAGL)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
JPMorgan Chase & Co. (JPM)
Exxon Mobil Corporation (XOM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
First Tr Exchange-traded Wcm Intl Equity (WCMI)
Microsoft Corporation (MSFT)
Procter & Gamble Company (PG)

View all positions for Atlanta Consulting Group Advisors

Top funds holding Capital Group Core Balanced

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

View all funds holding Capital Group Core Balanced