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Capital Group Core Balanced shares owned by Dahring | Cusmano

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

Historical chart of Dahring | Cusmano investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by Dahring | Cusmano

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.9M 56k 34.72
2025-06-30 $1.7M 50k 33.44
2025-03-31 $1.6M 53k 30.98
2024-12-31 $488k 16k 31.27

More positions owned by Dahring | Cusmano

Pimco Etf Tr Multisector Bd (PYLD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Fidelity Covington Trust Fundamental Larg (FFLC)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Fidelity Covington Trust Enhanced Small (FESM)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Schwab Strategic Tr High Yield Bd Et (SCYB)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Fidelity Covington Trust Enhanced Intl (FENI)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds Large Cap Etf (VV)
Fidelity Covington Trust Msci Info Tech I (FTEC)
T Rowe Price Etf Us Equity Resear (TSPA)
T Rowe Price Etf Cap Appreciation (TCAF)
T Rowe Price Etf Ultra Shrt Trm (TBUX)

View all positions for Dahring | Cusmano

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