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Capital Group Core Balanced shares owned by Lantz Financial

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

Historical chart of Lantz 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 Lantz 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 Lantz Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $525k 15k 35.33

More positions owned by Lantz Financial

Ishares Tr Core S&p500 Etf (IVV)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Ishares Tr Core High Dv Etf (HDV)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)
Federated Hermes Etf Trust Us Strategic Div (FDV)
Apple (AAPL)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Ishares Tr S&p 500 Val Etf (IVE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
NVIDIA Corporation (NVDA)
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)
Harbor Etf Trust Long Term Grower (WINN)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Lantz Financial

Top funds holding Capital Group Core Balanced

LPL Financial
Advance Capital Management
Envestnet Asset Management
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
Mml Investors Services

View all funds holding Capital Group Core Balanced