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Capital Group Core Balanced shares owned by Leigh Baldwin & Co

Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Leigh Baldwin & Co from 13F filings

Historical chart of Leigh Baldwin & Co investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Core Balanced held by Leigh Baldwin & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Core Balanced by Leigh Baldwin & Co

Quarter filed Position value Share count Share price at filing
2025-09-30 $490k 25k 20.00
2025-06-30 $1.0M 31k 33.44
2025-03-31 $613k 20k 30.98

More positions owned by Leigh Baldwin & Co

NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Div Grwth (DGRO)
Apple (AAPL)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Veeva Sys Cl A Com (VEEV)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Microsoft Corporation (MSFT)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Amazon (AMZN)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Alphabet Cap Stk Cl C (GOOG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Tesla Motors (TSLA)

View all positions for Leigh Baldwin & Co

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