January Capital Advisors »

Capital Group Core Balanced shares owned by January Capital Advisors

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

Historical chart of January Capital 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 January Capital Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital Group Core Balanced by January Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $225k 6.5k 34.41

More positions owned by January Capital Advisors

Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Ea Series Trust Variant Percepti
Doubleline Etf Trust Opportunistic Co (DBND)
Alphabet Cap Stk Cl C (GOOG)
World Gold Tr Spdr Gld Minis (GLDM)
Select Sector Spdr Tr State Street Tec (XLK)
Amgen (AMGN)
Select Sector Spdr Tr State Street Ene (XLE)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ishares Gold Tr Ishares New (IAU)
Direxion Shares Etf Trust Daily S&p 500 Be (SPDN)
Schwab Strategic Tr Fundamental Intl (FNDF)
Select Sector Spdr Tr State Street Con (XLP)
Waste Management (WM)
Chevron Corporation (CVX)

View all positions for January Capital Advisors

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