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Capital Group Core Balanced shares owned by One Day In July

Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by One Day In July from 13F filings

Historical chart of One Day In July investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by One Day In July

Quarter filed Position value Share count Share price at filing
2026-03-31 $202k 5.9k 34.41

More positions owned by One Day In July

Spdr Series Trust State Street Spd (SPTI)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust State Street Spd (SPTL)
Vanguard Index Fds Growth Etf (VUG)
Spdr Series Trust State Street Spd (SPYM)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Series Trust State Street Spd (SPSM)
Spdr Series Trust State Street Spd (BILS)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Spdr Series Trust State Street Spd (SLYV)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)

View all positions for One Day In July

Top funds holding Capital Group Core Balanced

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

View all funds holding Capital Group Core Balanced