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Capital Group Core Balanced shares owned by Cetera Investment Advisers

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

Historical chart of Cetera Investment Advisers investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by Cetera Investment Advisers

Quarter filed Position value Share count Share price at filing
2024-06-30 $12M 400k 29.73

More positions owned by Cetera Investment Advisers

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Cetera Investment Advisers

Top funds holding Capital Group Core Balanced

Advance Capital Management
LPL Financial
Royal Bank of Canada
Envestnet Asset Management
Cambridge Investment Research Advisors
Commonwealth Equity Services
Morgan Stanley
Wealth Enhancement Advisory Services
Raymond James & Associates
D. J. St. Germain
Jane Street
Cetera Investment Advisers
Private Advisor
Kestra Advisory Services
Mml Investors Services

View all funds holding Capital Group Core Balanced