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Capital Group Core Balanced shares owned by Johnson Financial

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

Historical chart of Johnson Financial investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by Johnson Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $270k 7.9k 34.41

More positions owned by Johnson Financial

Vanguard Index Fds Large Cap Etf (VV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Vanguard Index Fds Real Estate Etf (VNQ)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Johnson Financial

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
Raymond James Financial
Commonwealth Equity Services
Advisor Group Holdings
Royal Bank of Canada
Cambridge Investment Research Advisors
CWM
Jones Financial Companies, L.L
Aprio Wealth Management

View all funds holding Capital Group Core Balanced