Ausdal Financial Partners »

Capital Group Core Balanced shares owned by Ausdal Financial Partners

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

Historical chart of Ausdal Financial Partners investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Core Balanced held by Ausdal Financial Partners 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 Ausdal Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 31k 34.72
2025-06-30 $457k 14k 33.44
2025-03-31 $360k 12k 30.98

More positions owned by Ausdal Financial Partners

Apple (AAPL)
Ishares Tr Short Treas Bd (SHV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
NVIDIA Corporation Call Option (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Caterpillar (CAT)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Wisdomtree Tr Floatng Rat Trea (USFR)
Microsoft Corporation (MSFT)
Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Barclays Bank Ipath S&p 500 Sh (VXX)

View all positions for Ausdal Financial Partners

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