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Capital Group Core Balanced shares owned by Farther Finance Advisors

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

Historical chart of Farther Finance 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 Farther Finance 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 Farther Finance Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.8M 52k 35.33

More positions owned by Farther Finance Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Vanguard S&p 500 Etf Etf (VOO)
Nvidia Corporation Stock (NVDA)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Dimensional International Value Etf Etf (DFIV)
Microsoft Corp Stock (MSFT)
Schwab U.s. Large-cap Etf Etf (SCHX)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Amazon Stock (AMZN)
Invesco Qqq Trust Series I Etf (QQQ)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Vanguard Value Etf Etf (VTV)

View all positions for Farther Finance Advisors

Top funds holding Capital Group Core Balanced

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

View all funds holding Capital Group Core Balanced