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Capital Group Core Balanced shares owned by Clear Trail Advisors

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

Historical chart of Clear Trail 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 Clear Trail 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 Clear Trail Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $3.6M 94k 37.96

More positions owned by Clear Trail Advisors

Darden Restaurants (DRI)
Exxon Mobil Corp
Apple (AAPL)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
General Mills (GIS)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Northern Lts Fd Tr Ii Weitz Core Plus (WCPB)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Income Etf (JPIE)

View all positions for Clear Trail Advisors

Top funds holding Capital Group Core Balanced

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

View all funds holding Capital Group Core Balanced