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Capital Group Core Balanced shares owned by Integrity Alliance

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

Historical chart of Integrity Alliance 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 Alliance 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 Alliance

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.3M 36k 35.33

More positions owned by Integrity Alliance

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
General Mills (GIS)
Spdr Series Trust State Street Spd (SPYM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Global Cr Etf (DGCB)
Amazon (AMZN)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr Eafe Value Etf (EFV)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Integrity Alliance

Top funds holding Capital Group Core Balanced

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

View all funds holding Capital Group Core Balanced