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Capital Group Core Balanced shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth 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 EverSource Wealth 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 EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.8M 51k 34.41

More positions owned by EverSource Wealth Advisors

Vanguard Growth Etf Etf (VUG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Value Etf Etf (VTV)
Praxis Impact Large Cap Growth Etf Etf (PRXG)
Praxis Impact Large Cap Value Etf Etf (PRXV)
Apple Stock (AAPL)
iShares Gold Trust ETF Etf (IAU)
Nvidia Corporation Stock (NVDA)
Vanguard Short-term Bond Etf Etf (BSV)
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Total International Bond Etf Etf (BNDX)
Microsoft Corp Stock (MSFT)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)

View all positions for EverSource Wealth Advisors

Top funds holding Capital Group Core Balanced

LPL Financial
Advance Capital Management
Envestnet Asset Management
Wells Fargo & Company
Morgan Stanley
Cetera Investment Advisers
Forge Financial Services
Commonwealth Equity Services
Advisor Group Holdings
Raymond James Financial
Royal Bank of Canada
Cambridge Investment Research Advisors
CWM
Aprio Wealth Management
Kestra Advisory Services

View all funds holding Capital Group Core Balanced