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Capital Group Core Balanced shares owned by Cascades Capital Asset Management

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

Historical chart of Cascades Capital Asset Management investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by Cascades Capital Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $102k 2.9k 35.33

More positions owned by Cascades Capital Asset Management

Vanguard Dividend Appreciation ETF Equity (VIG)
Vanguard S&P 500 ETF Equity (VOO)
Vanguard S&P 500 Value Equity (VOOV)
Microsoft Corp Equity (MSFT)
Apple Equity (AAPL)
Nvidia Corp Equity (NVDA)
Vanguard Growth ETF Equity (VUG)
Vanguard Value ETF Equity (VTV)
Alphabet Inc Class A Equity (GOOGL)
Wisdomtree Floating Rate Treas. ETF Equity (USFR)
Vanguard Mid Cap Index ETF Equity (VO)
S P D R S&p 500 Etf Equity (SPY)
I Shares 3-7 Year US Treas. ETF Equity (IEI)
Vanguard International Divdend ETF Equity (VIGI)
Lilly Eli & Company Equity (LLY)

View all positions for Cascades Capital Asset Management

Top funds holding Capital Group Core Balanced

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

View all funds holding Capital Group Core Balanced