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Capital Group Core Balanced shares owned by Continuum Advisory

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

Historical chart of Continuum Advisory investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by Continuum Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $301k 9.6k 31.46
2024-06-30 $106k 3.6k 29.73
2024-03-31 $104k 3.6k 28.91

More positions owned by Continuum Advisory

Capital Group Dividend Value Etf Etf (CGDV)
Apple Stock (AAPL)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Vanguard Total Stock Market Etf Etf (VTI)
Microsoft Corp Stock (MSFT)
Vanguard Extended Market Etf Etf (VXF)
Ishares 20 Year Treasury Bond Etf Etf (TLT)
Invesco Qqq Trust Series I Etf (QQQ)
Amazon Stock (AMZN)
Vanguard Total Bond Market Etf Etf (BND)
Barnes Group Stock (B)
Nvidia Corporation Stock (NVDA)
Spdr Msci Usa Strategicfactors Etf Etf (QUS)
Vanguard Large-cap Etf Etf (VV)
Ishares S&p 100 Etf Etf (OEF)

View all positions for Continuum Advisory

Top funds holding Capital Group Core Balanced

LPL Financial
Advance Capital Management
Envestnet Asset Management
Royal Bank of Canada
Cambridge Investment Research Advisors
Commonwealth Equity Services
Advisor Group Holdings
Morgan Stanley
Kestra Advisory Services
Wealth Enhancement Advisory Services
Raymond James & Associates
D. J. St. Germain
Cetera Investment Advisers
Jane Street
Flow Traders US

View all funds holding Capital Group Core Balanced