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Capital Group Core Balanced shares owned by Forge Financial Services

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

Historical chart of Forge Financial Services investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by Forge Financial Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $130M 3.8M 34.41

More positions owned by Forge Financial Services

Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Capital Group Core Balanced SHS (CGBL)
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
T Rowe Price Etf Cap Appreciation (TCAF)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Invesco Exchange Traded Fd T Large Cap Growth (PWB)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
First Tr Exchange-traded SHS (FDL)
First Tr Exchange-traded Cap Strength Etf (FTCS)

View all positions for Forge Financial Services

Top funds holding Capital Group Core Balanced

LPL Financial
Advance Capital Management
Envestnet Asset Management
Wells Fargo & Company
Forge Financial Services
Cetera Investment Advisers
Commonwealth Equity Services
Advisor Group Holdings
Raymond James Financial
Cambridge Investment Research Advisors
CWM
Aprio Wealth Management
Kestra Advisory Services
Jones Financial Companies, L.L
Janney Montgomery Scott

View all funds holding Capital Group Core Balanced