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Capital Group Core Balanced shares owned by Bare Financial Services

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

Historical chart of Bare Financial Services investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by Bare Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $372k 12k 31.05
2024-06-30 $48k 1.6k 30.19

More positions owned by Bare Financial Services

Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core Msci Eafe Etf Etf (IEFA)
Vanguard Value Etf Etf (VTV)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Vanguard Total Bond Market Etf Etf (BND)
Inspire 100 Etf Etf (BIBL)
Inspire International Etf Etf (WWJD)
Inspire Corporate Bond Etf Etf (IBD)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Timothy Plan Us Large/mid Cap Core Etf Etf (TPLC)
Timothy Plan Us Small Cap Core Etf Etf (TPSC)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Capital Group International Focus Equity Etf Etf (CGXU)
Vanguard Russell 1000 Growth Etf Etf (VONG)
Ishares S&p 500 Value Etf Etf (IVE)

View all positions for Bare Financial Services

Top funds holding Capital Group Core Balanced

LPL Financial
Advance Capital Management
Envestnet Asset Management
Royal Bank of Canada
Cambridge Investment Research Advisors
Commonwealth Equity Services
Advisor Group Holdings
Morgan Stanley
Kestra Advisory Services
Wealth Enhancement Advisory Services
Raymond James & Associates
D. J. St. Germain
Cetera Investment Advisers
Jane Street
Flow Traders US

View all funds holding Capital Group Core Balanced