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Capital Group Core Balanced shares owned by Financial Perspectives

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

Historical chart of Financial Perspectives 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 Perspectives 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 Perspectives

Quarter filed Position value Share count Share price at filing
2025-12-31 $293k 8.3k 35.33
2025-09-30 $250k 7.2k 34.72
2025-06-30 $195k 5.8k 33.44
2025-03-31 $55k 1.8k 30.98

More positions owned by Financial Perspectives

Vanguard World Inf Tech Etf (VGT)
Medtronic SHS (MDT)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Microsoft Corporation (MSFT)
Boston Scientific Corporation (BSX)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Broadcom (AVGO)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr Core High Dv Etf (HDV)
Alphabet Cap Stk Cl C (GOOG)
NVIDIA Corporation (NVDA)

View all positions for Financial Perspectives

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