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Capital Group Core Balanced shares owned by Betterment

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

Historical chart of Betterment investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by Betterment

Quarter filed Position value Share count Share price at filing
2026-03-31 $11M 330k 34.41

More positions owned by Betterment

Vanguard Tax Managed Intl Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)
SPDR State Street Global Advisors State Street Spd (SPYM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core S&p Ttl Stk (ITOT)
SPDR State Street Global Advisors State Street Spd (SPMD)
Vanguard Index Fds Value Etf (VTV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
SPDR State Street Global Advisors State Street Spd (SPSM)
Ishares Tr Core Msci Eafe (IEFA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Goldman Sachs Activebeta Us Lg (GSLC)
JP Morgan Ultra Shrt Etf (JPST)

View all positions for Betterment

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
Royal Bank of Canada
Cambridge Investment Research Advisors
CWM
Jones Financial Companies, L.L
Aprio Wealth Management

View all funds holding Capital Group Core Balanced