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Capital Group Core Balanced shares owned by CLG

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

Historical chart of CLG investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by CLG

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.3M 125k 34.72
2025-06-30 $3.1M 92k 33.44
2025-03-31 $1.3M 41k 30.98
2024-12-31 $814k 26k 31.27

More positions owned by CLG

Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Us Largecap Divd (DLN)
Chevron Corporation (CVX)
Apple (AAPL)
Civitas Resources Com New (CIVI)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Pimco Etf Tr Multisector Bd (PYLD)
Echostar Corp Cl A (SATS)
Vaneck Etf Trust Gold Miners Etf (GDX)
Capital Group Dividend Value Shs Creation Uni (CGDV)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)

View all positions for CLG

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