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Capital Group Core Balanced shares owned by Davies Financial Advisors

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

Historical chart of Davies Financial Advisors investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by Davies Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.8M 58k 31.05
2024-06-30 $1.2M 39k 29.73

More positions owned by Davies Financial Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Microsoft Corporation (MSFT)
Ishares Gold Tr Ishares New (IAU)
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)
Ishares Tr Iboxx Hi Yd Etf (HYG)
NVIDIA Corporation (NVDA)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Advanced Micro Devices (AMD)
Home Depot (HD)
Alphabet Cap Stk Cl C (GOOG)
Costco Wholesale Corporation (COST)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Davies Financial Advisors

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