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Capital Group Core Balanced shares owned by Harbour Investments

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

Historical chart of Harbour Investments investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by Harbour Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.9M 223k 31.05
2024-06-30 $3.8M 129k 29.73
2024-03-31 $2.2M 75k 29.11
2023-12-31 $685k 25k 27.34

More positions owned by Harbour Investments

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pacer Fds Tr Pacer Us Small (CALF)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)

View all positions for Harbour Investments

Top funds holding Capital Group Core Balanced

LPL Financial
Advance Capital Management
Envestnet Asset Management
Royal Bank of Canada
Wealth Enhancement Advisory Services
Cambridge Investment Research Advisors
Commonwealth Equity Services
Advisor Group Holdings
Cetera Investment Advisers
Kestra Advisory Services
D. J. St. Germain
Raymond James & Associates
Jane Street
Flow Traders US
Private Advisor

View all funds holding Capital Group Core Balanced