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Capital Group Core Balanced shares owned by NFP Retirement

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

Historical chart of NFP Retirement investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by NFP Retirement

Quarter filed Position value Share count Share price at filing
2025-12-31 $200k 5.7k 35.33

More positions owned by NFP Retirement

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Trust Ishare 0-1 (SHV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Spdr Series Trust State Street Spd (SPYM)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Value Etf (VTV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Series Trust State Street Spd (SPSB)

View all positions for NFP Retirement

Top funds holding Capital Group Core Balanced

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

View all funds holding Capital Group Core Balanced