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Capital Group Core Balanced shares owned by Barnes Pettey Financial Advisors

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

Historical chart of Barnes Pettey Financial 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 Barnes Pettey Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Core Balanced by Barnes Pettey Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $272k 7.2k 37.96

More positions owned by Barnes Pettey Financial Advisors

Capital Group Growth Etf Shs Creation Uni (CGGR)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Dimensional Etf Trust Internatnal Val (DFIV)
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM)
Fidelity Covington Trust Enhanced Mid (FMDE)
Capital Group International SHS (CGIE)
T Rowe Price Etf Small Mid Cap (TMSL)
Vanguard Index Fds Growth Etf (VUG)
Wal-Mart Stores (WMT)

View all positions for Barnes Pettey Financial Advisors

Top funds holding Capital Group Core Balanced

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

View all funds holding Capital Group Core Balanced