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Capital Group Core Balanced shares owned by Integrity Advisory Solutions

Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Integrity Advisory Solutions from 13F filings

Historical chart of Integrity Advisory Solutions investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by Integrity Advisory Solutions

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.1M 146k 35.33

More positions owned by Integrity Advisory Solutions

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Global Cr Etf (DGCB)
Dimensional Etf Trust Global Core Plus (DFGP)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Spdr Series Trust State Street Spd (SPMD)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Short Duration F (DFSD)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)

View all positions for Integrity Advisory Solutions

Top funds holding Capital Group Core Balanced

LPL Financial
Advance Capital Management
Envestnet Asset Management
Cetera Investment Advisers
Cambridge Investment Research Advisors
Raymond James Financial
CWM
Advisor Group Holdings
Commonwealth Equity Services
Wealth Enhancement Advisory Services
Royal Bank of Canada
Aprio Wealth Management
Wells Fargo & Company
Kestra Advisory Services
Jones Financial Companies, L.L

View all funds holding Capital Group Core Balanced