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Capital Group Core Balanced shares owned by Great Valley Advisor Group

Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Great Valley Advisor Group from 13F filings

Historical chart of Great Valley Advisor Group investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Core Balanced held by Great Valley Advisor Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Core Balanced by Great Valley Advisor Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $14M 396k 34.72
2025-06-30 $12M 344k 33.44
2025-03-31 $9.0M 275k 32.61
2024-12-31 $2.0M 63k 31.28

More positions owned by Great Valley Advisor Group

NVIDIA Corporation (NVDA)
Spdr Series Trust Portfolio S&p500 (SPLG)
American Centy Etf Tr Us Quality Grow (QGRO)
Apple (AAPL)
Wisdomtree Tr Us Largecap Divd (DLN)
Pimco Etf Tr Active Bd Etf (BOND)
Microsoft Corporation (MSFT)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
World Gold Tr Spdr Gld Minis (GLDM)
Amazon (AMZN)
Spdr Series Trust Portfolio Agrgte (SPAB)
Vanguard Wellington Us Momentum (VFMO)
Victory Portfolios Ii Vicshs Dv Ac Etf (VSDA)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Victory Portfolios Ii Shares Free Cash (VFLO)

View all positions for Great Valley Advisor Group

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