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Capital Group Core Balanced shares owned by Concorde Asset Management

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

Historical chart of Concorde Asset Management investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by Concorde Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $289k 8.3k 34.87

More positions owned by Concorde Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus Tp200 Gr Etf (IWY)
First Tr Exchange-traded First Tr Enh New (FTSM)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
First Tr Exchange Traded Nasd Tech Div (TDIV)
Ishares Tr S&p 500 Grwt Etf (IVW)
First Tr Exchange Traded Rba Indl Etf (AIRR)
Ishares Tr Core Total Usd (IUSB)
First Tr Exchange Traded Cloud Computing (SKYY)

View all positions for Concorde Asset Management

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