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Capital Group Core Balanced shares owned by Baird Financial

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

Historical chart of Baird Financial investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by Baird Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.2M 208k 34.72
2025-06-30 $6.8M 204k 33.44
2025-03-31 $6.1M 197k 30.98

More positions owned by Baird Financial

Microsoft Corp Common (MSFT)
Apple Common (AAPL)
Jpmorgan Chase Common (JPM)
Alphabet Inc C Common (GOOG)
Ishares Tr Rus 1000 Grw Etf Common (IWF)
Berkshire Hathaway Inc Del Cl Common (BRK.B)
Meta Platforms Inc A Common (META)
Ishares Tr Rus 1000 Val Etf Common (IWD)
Home Depot Common (HD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt Common (VEA)
Ge Aerospace Common (GE)
Ge Vernova Common (GEV)
Progressive Corp Common (PGR)
Amazon Common (AMZN)
Nvidia Corp Common (NVDA)

View all positions for Baird Financial

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