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Capital Group Core Balanced shares owned by Bill Few Associates

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

Historical chart of Bill Few Associates investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by Bill Few Associates

Quarter filed Position value Share count Share price at filing
2026-03-31 $306k 8.9k 34.41

More positions owned by Bill Few Associates

J P Morgan Exchange Traded F Mortgage Backed (JMTG)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
TJX Companies (TJX)
Abbvie (ABBV)
Exxon Mobil Corporation (XOM)
Applied Materials (AMAT)
Oracle Corporation (ORCL)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Spdr Series Trust State Street Spd (SPMD)
Verizon Communications (VZ)
Chevron Corporation (CVX)

View all positions for Bill Few Associates

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
Commonwealth Equity Services
Advisor Group Holdings
Raymond James Financial
Royal Bank of Canada
Cambridge Investment Research Advisors
CWM
Aprio Wealth Management
Kestra Advisory Services

View all funds holding Capital Group Core Balanced