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Capital Group Core Balanced shares owned by Bell Investment Advisors

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

Historical chart of Bell Investment 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 Bell Investment 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 Bell Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4k 46 30.78
2024-03-31 $1.3k 45 29.27
2023-12-31 $1.2k 45 27.36

More positions owned by Bell Investment Advisors

Goldman Sachs Etf Tr Acces Treasury (GBIL)
Schwab Strategic Tr Fundamental Us L (FNDX)
Flexshares Tr Iboxx 3r Targt (TDTT)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Schwab Strategic Tr Fundamental Intl (FNDF)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Fundamental Us S (FNDA)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Scottsdale Fds Long Term Treas (VGLT)

View all positions for Bell Investment Advisors

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