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Capital Group Core Balanced shares owned by D. J. St. Germain

Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by D. J. St. Germain from 13F filings

Historical chart of D. J. St. Germain investment in Capital Group Core Balanced

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All positions including Capital Group Core Balanced held by D. J. St. Germain consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Core Balanced by D. J. St. Germain

Quarter filed Position value Share count Share price at filing
2024-09-30 $15M 469k 31.05
2024-06-30 $12M 392k 29.73
2023-12-31 $30k 1.1k 27.34

More positions owned by D. J. St. Germain

Jpmorgan U.s. Quality Factor Etf Etf (JQUA)
Apple Stock (AAPL)
Spdr Portfolio Corporate Bond Etf Etf (SPBO)
Alphabet Inc Cl A Stock (GOOGL)
Meta Platforms Inc Cl A Stock (META)
Jpmorgan Diversified Return Use Equity Etf (JPUS)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Jpmorgan Chase & Co Stock (JPM)
Janus Detroit Street Trust Janus Henderson Aaa Clo Etf Etf (JAAA)
Microsoft Corp Stock (MSFT)
Procter And Gamble Stock (PG)
Netflix Stock (NFLX)
Schlumberger Ltd Com Stk Stock (SLB)
Ishares Mbs Etf Etf (MBB)
Booking Holdings Stock (BKNG)

View all positions for D. J. St. Germain

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