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Capital Group Core Balanced shares owned by High Falls Advisors

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

Historical chart of High Falls 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 High Falls 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 High Falls Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $335k 9.6k 34.72
2025-06-30 $322k 9.6k 33.44
2025-03-31 $299k 9.6k 30.98
2024-12-31 $301k 9.6k 31.27

More positions owned by High Falls Advisors

Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 100 Etf (OEF)
Ishares Core Msci Emkt (IEMG)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Apple (AAPL)
Ishares Tr Mbs Etf (MBB)
Blackrock Etf Trust Ishares Us Thema (THRO)
Blackrock Etf Trust Ishares A I Inno (BAI)
Blackrock Etf Trust Ii Ishares Flexible (BINC)

View all positions for High Falls Advisors

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