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Capital Group Core Balanced shares owned by Burford Brothers

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

Historical chart of Burford Brothers investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by Burford Brothers

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 41k 34.72
2025-06-30 $1.3M 39k 33.44
2025-03-31 $1.0M 33k 30.98
2024-12-31 $865k 28k 31.27

More positions owned by Burford Brothers

Apple (AAPL)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Tesla Motors (TSLA)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Amazon (AMZN)
Exxon Mobil Corporation (XOM)
First Solar (FSLR)
Meta Platforms Cl A (META)
JPMorgan Chase & Co. (JPM)
Vistra Energy (VST)
Ge Aerospace Com New (GE)

View all positions for Burford Brothers

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