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Capital Group Core Balanced shares owned by Equitable Holdings

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

Historical chart of Equitable Holdings investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by Equitable Holdings

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.1M 119k 34.72
2025-06-30 $3.0M 90k 33.44
2025-03-31 $614k 20k 30.98
2024-12-31 $605k 19k 31.27

More positions owned by Equitable Holdings

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Morningstar Grwt (ILCG)
Vanguard Index Fds Value Etf (VTV)
Vanguard World Inf Tech Etf (VGT)
Ishares Tr Expnd Tec Sc Etf (IGM)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Equitable Holdings

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