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Capital Group Core Balanced shares owned by Benjamin F. Edwards & Company

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

Historical chart of Benjamin F. Edwards & Company 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 F. Edwards & Company 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 F. Edwards & Company

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.6M 56k 29.10
2023-12-31 $1.3M 48k 27.34

More positions owned by Benjamin F. Edwards & Company

Apple (AAPL)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Microsoft Corporation (MSFT)
Ishares Tr Bb Rat Corp Bd (HYBB)
Pacer Fds Tr Pacer Us Small (CALF)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Home Depot (HD)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr 1 3 Yr Treas Bd (SHY)
McDonald's Corporation (MCD)
Costco Wholesale Corporation (COST)
Exxon Mobil Corporation (XOM)

View all positions for Benjamin F. Edwards & Company

Top funds holding Capital Group Core Balanced

Advance Capital Management
Commonwealth Equity Services
Advisor Group Holdings
Cambridge Investment Research Advisors
LPL Financial
Sunbelt Securities
Wealth Enhancement Advisory Services
D.A. Davidson & Co.
Kestra Advisory Services
Royal Bank of Canada
J Arnold Wealth Management
Rockport Wealth
Mariner Wealth Advisors
Envestnet Asset Management
HighTower Advisors

View all funds holding Capital Group Core Balanced