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Capital Group Core Balanced shares owned by MSH Capital Advisors

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

Historical chart of MSH 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 MSH 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 MSH Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $284k 8.2k 34.72
2025-03-31 $527k 17k 30.98
2024-12-31 $529k 17k 31.27
2024-09-30 $321k 10k 31.05
2024-06-30 $228k 7.7k 29.73

More positions owned by MSH Capital Advisors

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust S&p Divid Etf (SDY)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
JPMorgan Chase & Co. (JPM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Eafe (IEFA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Growth Etf (VUG)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for MSH 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