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Capital Group Core Balanced shares owned by Financial Management Network

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

Historical chart of Financial Management Network investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by Financial Management Network

Quarter filed Position value Share count Share price at filing
2025-09-30 $364k 10k 34.98
2025-06-30 $257k 7.6k 33.70
2025-03-31 $242k 8.3k 28.96

More positions owned by Financial Management Network

Ishares Tr Core S&p500 Etf (IVV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Core S&p Mcp Etf (IJH)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Core S&p Scp Etf (IJR)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vaneck Etf Trust Morningstar Smid (SMOT)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Apple (AAPL)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
NVIDIA Corporation (NVDA)
Pacer Fds Tr Globl Cash Etf (GCOW)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Financial Management Network

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