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Capital Group Core Balanced shares owned by Benjamin Edwards

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

Historical chart of Benjamin Edwards investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by Benjamin Edwards

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.8M 89k 31.05

More positions owned by Benjamin Edwards

Apple (AAPL)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Ishares Tr Bb Rat Corp Bd (HYBB)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Home Depot (HD)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Us Gwt (IUSG)
World Gold Tr Spdr Gld Minis (GLDM)
NVIDIA Corporation (NVDA)
Abbvie (ABBV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Costco Wholesale Corporation (COST)
McDonald's Corporation (MCD)

View all positions for Benjamin Edwards

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