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Capital Group Core Balanced shares owned by Independent Financial Group

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

Historical chart of Independent Financial Group investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by Independent Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.4M 41k 34.41
2025-09-30 $1.6M 47k 34.72
2025-06-30 $1.2M 35k 33.44
2025-03-31 $633k 20k 30.98

More positions owned by Independent Financial Group

NVIDIA Corporation (NVDA)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Broadcom (AVGO)
Amazon (AMZN)
Pgim Etf Tr Aaa Clo Etf (PAAA)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Palantir Technologies Cl A (PLTR)
Alphabet Cap Stk Cl C (GOOG)
Costco Wholesale Corporation (COST)
Spdr Gold Tr Gold Shs (GLD)
Spdr Series Trust State Street Spd (SPYM)

View all positions for Independent Financial Group

Top funds holding Capital Group Core Balanced

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

View all funds holding Capital Group Core Balanced