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Capital Group Core Balanced shares owned by Harmony Asset Management

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

Historical chart of Harmony Asset Management investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by Harmony Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $206k 5.9k 34.72
2025-06-30 $200k 6.0k 33.44

More positions owned by Harmony Asset Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Eli Lilly & Co. (LLY)
Visa Com Cl A (V)
Oracle Corporation (ORCL)
Uber Technologies (UBER)
Home Depot (HD)
Raytheon Technologies Corp (RTX)
Meta Platforms Cl A (META)
Cme (CME)
Palo Alto Networks (PANW)
Simplify Exchange Traded Fun Hedged Equity (HEQT)

View all positions for Harmony Asset Management

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