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Capital Group Core Balanced shares owned by Certior Financial Group

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

Historical chart of Certior Financial Group investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by Certior Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $519k 15k 34.72
2025-06-30 $445k 13k 33.44

More positions owned by Certior Financial Group

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
T Rowe Price Etf Cap Appreciation (TCAF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
World Gold Tr Spdr Gld Minis (GLDM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard World Inf Tech Etf (VGT)
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Core S&p500 Etf (IVV)
Strategy Cl A New Call Option (MSTR)
Capital Group Dividend Value Shs Creation Uni (CGDV)
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)
Apple (AAPL)
Ishares Tr 0-5 Yr Tips Etf (STIP)

View all positions for Certior Financial Group

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