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Capital Group Core Balanced shares owned by Capital Management Associates

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

Historical chart of Capital Management 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 Capital Management 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 Capital Management Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.7M 222k 34.72
2025-06-30 $6.2M 186k 33.44
2025-03-31 $9.7M 313k 30.98
2024-12-31 $3.3M 104k 31.27
2024-09-30 $1.3M 41k 31.05

More positions owned by Capital Management Associates

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
General Mills (GIS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)
Pimco Etf Tr 0-5 High Yield (HYS)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Etfs Gold Tr Physcl Gold Shs (SGOL)
Capital Group Core Balanced SHS (CGBL)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Small Cp Etf (VB)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Capital Management Associates

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