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Capital Group Core Balanced shares owned by Lincoln Capital

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

Historical chart of Lincoln Capital investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by Lincoln Capital

Quarter filed Position value Share count Share price at filing
2026-03-31 $202k 5.9k 34.41

More positions owned by Lincoln Capital

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Markel Corporation (MKL)
Costco Wholesale Corporation (COST)
Mastercard Incorporated Cl A (MA)
Amazon (AMZN)
Danaher Corporation (DHR)
Microsoft Corporation (MSFT)
Apple (AAPL)
Starbucks Corporation (SBUX)
Hagerty Cl A Com (HGTY)
McDonald's Corporation (MCD)
Marriott Intl Cl A (MAR)
Carrier Global Corporation (CARR)

View all positions for Lincoln Capital

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