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Capital Group Core Balanced shares owned by Magnolia Capital Advisors

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

Historical chart of Magnolia Capital Advisors investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by Magnolia Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $379k 11k 34.72
2025-06-30 $359k 11k 33.44
2025-03-31 $333k 11k 30.98

More positions owned by Magnolia Capital Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr TRS FLT RT BD (TFLO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Tidal Trust Ii Pinnacle Focused (FCUS)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Small Cp Etf (VB)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Amazon (AMZN)
Victory Portfolios Ii Shares Free Cash (VFLO)

View all positions for Magnolia Capital Advisors

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