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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
2025-09-30 $4.5M 130k 34.72
2025-06-30 $3.2M 95k 33.44
2025-03-31 $1.9M 62k 30.98
2024-12-31 $1.6M 50k 31.27
2024-09-30 $641k 21k 31.05
2024-06-30 $506k 17k 29.73

More positions owned by Bleakley Financial Group

Sprott Asset Management Physical Gold An (CEF)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Sprott Asset Management Physical Gold Tr (PHYS)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Meta Platforms Cl A (META)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Bleakley Financial Group

Top funds holding Capital Group Core Balanced

LPL Financial
Advance Capital Management
Envestnet Asset Management
Morgan Stanley
Cetera Investment Advisers
Raymond James Financial
Advisor Group Holdings
Commonwealth Equity Services
CWM
Wealth Enhancement Advisory Services
Cambridge Investment Research Advisors
Royal Bank of Canada
Wells Fargo & Company
Kestra Advisory Services
Jones Financial Companies, L.L

View all funds holding Capital Group Core Balanced