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Capital Group Core Balanced shares owned by Bleakley Financial Group

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

Historical chart of Bleakley Financial Group investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by Bleakley Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $641k 21k 31.05
2024-06-30 $506k 17k 29.73

More positions owned by Bleakley Financial Group

Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Sprott Physical Gold & Silve Tr Unit (CEF)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
NVIDIA Corporation (NVDA)
Sprott Physical Gold Tr Unit (PHYS)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Amazon (AMZN)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Bleakley Financial Group

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