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Capital Group Core Balanced shares owned by Calton & Associates

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

Historical chart of Calton & 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 Calton & 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 Calton & Associates

Quarter filed Position value Share count Share price at filing
2026-06-30 $311k 8.2k 37.96

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Invesco Qqq Tr Unit Ser 1 (QQQ)
Northern Lts Fd Tr Ii Peak Sect Ro Etf (PSTR)
Spdr Series Trust St Str P500etf (SPYM)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Fidelity Covington Trust High Divid Etf (FDVV)
Apple (AAPL)
Invesco Actively Managed Exc Var Rate Invt (VRIG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Spdr Series Trust St Str Blo 1 Etf (BIL)
Wisdomtree Tr Floatng Rat Trea (USFR)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)
Micron Technology (MU)
Select Sector Spdr Tr St Str Techn Etf (XLK)

View all positions for Calton & Associates

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