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Capital Group Core Balanced shares owned by Old Port Advisors

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

Historical chart of Old Port 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 Old Port 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 Old Port Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $219k 5.8k 37.96

More positions owned by Old Port Advisors

Seagate Technology Holdings Stock (STX)
Corning, Inc. Common Stock (GLW)
Intel Corp Common Stock (INTC)
Applied Finance, Valuation Large Cap ETF Etf (VSLU)
Microsoft Corp Common Stock (MSFT)
ALPS/Smith Core Plus, Bond. Exchange Etf (SMTH)
iShares Gold Etf (IAU)
Apple, Inc. Common Stock (AAPL)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Schwab Us Dividend Equity ETF Etf (SCHD)
JP Morgan Chase & Co. Common Stock (JPM)
Caterpillar, Inc. Common Stock (CAT)
Nvidia Corporation Common Stock (NVDA)
Broadcom, Inc. Common Stock (AVGO)
Distillate US Fundamental Stability & Value ETF Etf (DSTL)

View all positions for Old Port Advisors

Top funds holding Capital Group Core Balanced

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

View all funds holding Capital Group Core Balanced