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Capital Group Core Balanced shares owned by HighTower Advisors

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

Historical chart of HighTower 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 HighTower 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 HighTower Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.4M 80k 29.76
2024-03-31 $2.3M 81k 28.99

More positions owned by HighTower Advisors

Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Exxon Mobil Corporation (XOM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Johnson & Johnson (JNJ)

View all positions for HighTower Advisors

Top funds holding Capital Group Core Balanced

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

View all funds holding Capital Group Core Balanced