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Capital Group Core Balanced shares owned by Flagship Harbor Advisors

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

Historical chart of Flagship Harbor 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 Flagship Harbor 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 Flagship Harbor Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $10M 284k 35.33
2025-09-30 $7.7M 220k 34.72
2025-06-30 $6.5M 195k 33.44

More positions owned by Flagship Harbor Advisors

State Street MF Closed and MF Open (SPYV)
Ishares 0-3 MF Closed and MF Open (SGOV)
Nvidia Corp Common Stock (NVDA)
Apple Common Stock (AAPL)
SPDR S&P MF Closed and MF Open (SPY)
Ishares Core MF Closed and MF Open (IUSV)
Vanguard Total MF Closed and MF Open (VTI)
State Street MF Closed and MF Open (SPYM)
Ishares Core MF Closed and MF Open (AGG)
Amazon Common Stock (AMZN)
Microsoft Corp Common Stock (MSFT)
Jpmorgan MF Closed and MF Open (JPST)
Franklin Intl MF Closed and MF Open (DIVI)
Invesco S&p MF Closed and MF Open (RSP)
State Street MF Closed and MF Open (SPSM)

View all positions for Flagship Harbor 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
Kestra Advisory Services
Stifel Financial

View all funds holding Capital Group Core Balanced