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Capital Group Core Balanced shares owned by Oarsman Capital

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

Historical chart of Oarsman Capital investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by Oarsman Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $51k 1.7k 31.05

More positions owned by Oarsman Capital

Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Vanguard Value Etf Etf (VTV)
Schwab International Equity Etf Etf (SCHF)
Ishares Intermediate Government/credit Bond Etf Etf (GVI)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Ishares Core S&p 500 Etf Etf (IVV)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)
Microsoft Corp Stock (MSFT)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Apple Stock (AAPL)
Ishares Russell 1000 Growth Etf Etf (IWF)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Fiserv Stock (FI)

View all positions for Oarsman Capital

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