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Capital Group Core Balanced shares owned by Compton Financial Group

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

Historical chart of Compton 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 Compton 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 Compton Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $799k 23k 35.33

More positions owned by Compton Financial Group

Spdr Series Trust State Street Spd (SPYG)
Spdr Series Trust State Street Spd (SPYV)
Spdr Series Trust State Street Spd (SPTI)
Spdr Series Trust State Street Spd (SPMB)
Spdr Series Trust State Street Spd (SPIB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust State Street Spd (SPSM)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Series Trust State Street Spd (SLYG)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Amazon (AMZN)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPMD)

View all positions for Compton Financial Group

Top funds holding Capital Group Core Balanced

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

View all funds holding Capital Group Core Balanced