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Capital Group Core Balanced shares owned by Englebert Financial Advisers

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

Historical chart of Englebert Financial Advisers investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by Englebert Financial Advisers

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.9M 55k 35.33

More positions owned by Englebert Financial Advisers

Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Janus Detroit Str Tr Henderson Securi (JSI)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Unified Ser Tr Ballast Smlmd Cp (MGMT)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Draftkings Com Cl A (DKNG)
Broadcom (AVGO)
Capital Group Core Balanced SHS (CGBL)
Vanguard World Extended Dur (EDV)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Value Etf (VTV)

View all positions for Englebert Financial Advisers

Top funds holding Capital Group Core Balanced

LPL Financial
Advance Capital Management
Envestnet Asset Management
Cetera Investment Advisers
Cambridge Investment Research Advisors
Raymond James Financial
CWM
Advisor Group Holdings
Commonwealth Equity Services
Wealth Enhancement Advisory Services
Royal Bank of Canada
Aprio Wealth Management
Wells Fargo & Company
Kestra Advisory Services
Jones Financial Companies, L.L

View all funds holding Capital Group Core Balanced