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Capital Group Core Balanced shares owned by Guardian Asset Advisors

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

Historical chart of Guardian Asset 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 Guardian Asset 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 Guardian Asset Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $277k 7.3k 37.96

More positions owned by Guardian Asset Advisors

Apple (AAPL)
Spdr Series Trust St Str P500etf (SPYM)
NVIDIA Corporation (NVDA)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Amazon (AMZN)
Spdr Series Trust St Inter Bd Etf (SPIB)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Vertiv Holdings Com Cl A (VRT)
Wal-Mart Stores (WMT)
Ishares Tr Msci Usa Min Etf (USMV)
Eli Lilly & Co. (LLY)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Guardian Asset Advisors

Top funds holding Capital Group Core Balanced

LPL Financial
Advance Capital Management
Wells Fargo & Company
Envestnet Asset Management
Raymond James Financial
Morgan Stanley
Cetera Investment Advisers
Forge Financial Services
Advisor Group Holdings
Commonwealth Equity Services
Cambridge Investment Research Advisors
Royal Bank of Canada
Jones Financial Companies, L.L
CWM
Kestra Advisory Services

View all funds holding Capital Group Core Balanced