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Capital Group Core Balanced shares owned by Michael Brady & Co

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

Historical chart of Michael Brady & 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 Michael Brady & 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 Michael Brady & Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.2M 148k 35.33

More positions owned by Michael Brady & Co

Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Capital Group Core Balanced SHS (CGBL)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Parker-Hannifin Corporation (PH)
Costco Wholesale Corporation (COST)
Waste Management (WM)
Capital Group Equity Etf Tr Us Small And Mid (CGMM)

View all positions for Michael Brady & Co

Top funds holding Capital Group Core Balanced

LPL Financial
Advance Capital Management
Envestnet Asset Management
Cetera Investment Advisers
Raymond James Financial
CWM
Advisor Group Holdings
Commonwealth Equity Services
Wealth Enhancement Advisory Services
Cambridge Investment Research Advisors
Royal Bank of Canada
Aprio Wealth Management
Wells Fargo & Company
Kestra Advisory Services
Jones Financial Companies, L.L

View all funds holding Capital Group Core Balanced