C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors »

Capital Group Core Balanced shares owned by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors from 13F filings

Historical chart of C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Core Balanced held by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Core Balanced by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $242k 6.4k 37.96

More positions owned by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

Spdr Series Trust St Str P500etf (SPYM)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Blackrock Etf Trust Isha In Ctry Etf (CORO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust World Ex Us Core (DFAX)
Spdr Series Trust ST STR P500GRW (SPYG)
Blackrock Etf Trust Isha I In Te Etf (BAI)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Us Cor Equ 1 Etf (DCOR)
Apple (AAPL)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Msci Usa Mmentm (MTUM)

View all positions for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

Top funds holding Capital Group Core Balanced

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

View all funds holding Capital Group Core Balanced