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Capital Group Core Balanced shares owned by Merit Financial Group

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

Historical chart of Merit Financial Group investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by Merit Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.7M 192k 34.72
2025-06-30 $5.2M 156k 33.44
2025-03-31 $2.2M 71k 30.98

More positions owned by Merit Financial Group

Vanguard Index Fds Growth Etf (VUG)
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Spdr Series Trust Portfli Intrmdit (SPTI)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Value Etf (EFV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Merit Financial Group

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