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Capital Group Core Balanced shares owned by Capital Analysts

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

Historical chart of Capital Analysts investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by Capital Analysts

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.9M 55k 34.40
2025-12-31 $401k 11k 35.37
2025-09-30 $178k 5.1k 34.87
2024-12-31 $19k 601 31.61

More positions owned by Capital Analysts

Spdr Series Trust State Street Spd (SPYM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust State Street Spd (SPIB)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Core Msci Emkt (IEMG)
Flexshares Tr Iboxx 5yr Trgt (TDTF)
Fidelity Covington Trust Enhanced Mid (FMDE)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Series Trust State Street Spd (SPHY)
Apple (AAPL)
Putnam Etf Trust Focused Lar Cap (PVAL)

View all positions for Capital Analysts

Top funds holding Capital Group Core Balanced

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

View all funds holding Capital Group Core Balanced