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Capital Group Core Balanced shares owned by Janney Montgomery Scott

Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Janney Montgomery Scott from 13F filings

Historical chart of Janney Montgomery Scott investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by Janney Montgomery Scott

Quarter filed Position value Share count Share price at filing
2024-12-31 $4.0M 128k 31.27
2024-09-30 $2.0M 64k 31.05
2024-06-30 $1.5M 49k 29.73
2024-03-31 $471k 16k 29.14
2023-12-31 $303k 11k 27.38

More positions owned by Janney Montgomery Scott

Apple Common Stock (AAPL)
Ishs Core Sp 500 Etf ETF/Closed End (IVV)
Microsoft Corp Common Stock (MSFT)
Tech Sel Sect Spdr Etf ETF/Closed End (XLK)
Nvidia Corp Common Stock (NVDA)
Amazoncom Common Stock (AMZN)
Hlthcr Sel Sect Spdr Etf ETF/Closed End (XLV)
Finl Sel Sect Spdr Etf ETF/Closed End (XLF)
Jpmorgan Chase Common Stock (JPM)
Inv Qqq Etf ETF/Closed End (QQQ)
Broadcom Common Stock (AVGO)
Ishs Core Ttl Usd Bd Etf ETF/Closed End- (IUSB)
Alphabet Inc A Common Stock (GOOGL)
Spdr Sp 500 Etf ETF/Closed End (SPY)
Ishs Russ 1000 Grw Etf ETF/Closed End (IWF)

View all positions for Janney Montgomery Scott

Top funds holding Capital Group Core Balanced

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

View all funds holding Capital Group Core Balanced