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Capital Group Core Balanced shares owned by Claro Advisors

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

Historical chart of Claro Advisors investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by Claro Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $232k 6.7k 34.72
2025-06-30 $223k 6.7k 33.44
2025-03-31 $206k 6.6k 30.98
2024-12-31 $208k 6.6k 31.27

More positions owned by Claro Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Val Etf (IWD)
NVIDIA Corporation (NVDA)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Ishares Tr Msci Usa Qlt Fct (QUAL)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core S&p500 Etf (IVV)
Meta Platforms Cl A (META)

View all positions for Claro Advisors

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