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Capital Group Core Balanced shares owned by KPP Advisory Services

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

Historical chart of KPP Advisory Services investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by KPP Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $629k 18k 34.72
2025-06-30 $586k 18k 33.44
2025-03-31 $543k 18k 30.98

More positions owned by KPP Advisory Services

Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Apple (AAPL)
Microsoft Corporation (MSFT)
John Hancock Exchange Traded Multifactor Mi (JHMM)
NVIDIA Corporation (NVDA)
Tesla Motors (TSLA)
Ishares Tr Core Div Grwth (DGRO)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
First Tr Exchange-traded Growth Strength (FTGS)
Capital Group Dividend Value Shs Creation Uni (CGDV)

View all positions for KPP Advisory Services

Top funds holding Capital Group Core Balanced

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

View all funds holding Capital Group Core Balanced