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Capital Group Core Balanced shares owned by Mutual Advisors

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

Historical chart of Mutual 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 Mutual 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 Mutual Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 46k 31.31
2024-06-30 $1.0M 34k 29.86

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View all positions for Mutual Advisors

Top funds holding Capital Group Core Balanced

LPL Financial
Advance Capital Management
Envestnet Asset Management
Royal Bank of Canada
Cambridge Investment Research Advisors
Commonwealth Equity Services
Advisor Group Holdings
Morgan Stanley
Kestra Advisory Services
Wealth Enhancement Advisory Services
Raymond James & Associates
D. J. St. Germain
Cetera Investment Advisers
Jane Street
Flow Traders US

View all funds holding Capital Group Core Balanced