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Capital Group Core Balanced shares owned by Mission Financial Group

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

Historical chart of Mission 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 Mission 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 Mission Financial Group

Quarter filed Position value Share count Share price at filing
2021-12-31 $336k 9.5k 35.33

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First Tr Exchange-traded Ft Vest Gold (IGLD)
Microsoft Corporation (MSFT)
First Tr Exchange Traded Buywrit Incm Etf (FTHI)
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Gold Tr Gold Shs (GLD)
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First Tr Exchange-traded SHS (FVD)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Us High Profitab (DUHP)

View all positions for Mission Financial Group

Top funds holding Capital Group Core Balanced

LPL Financial
Advance Capital Management
Envestnet Asset Management
Wells Fargo & Company
Cetera Investment Advisers
Commonwealth Equity Services
Advisor Group Holdings
Raymond James Financial
Cambridge Investment Research Advisors
CWM
Aprio Wealth Management
Jones Financial Companies, L.L
Kestra Advisory Services
J. Derek Lewis & Associates
Stifel Financial

View all funds holding Capital Group Core Balanced