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Capital Group Core Balanced shares owned by ORG Partners

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

Historical chart of ORG Partners investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by ORG Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 47k 34.72
2025-06-30 $921k 28k 33.38
2025-03-31 $18k 575 31.08

More positions owned by ORG Partners

Vox Royalty Corp Registered Shs Isin#ca92919f1036 Equity (VOXR)
Spdr S&p 500 Etf Uit Exchange Traded (SPY)
Ft Rising Dividend Uit Exchange Traded (RDVY)
Microsoft Corp Common Stock (MSFT)
Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Invsc S P Internationl Uit Exchange Traded (IDMO)
Berkshire Hathaway Common Stock (BRK.B)
Schwab Us Dividend Uit Exchange Traded (SCHD)
Gilead Sciences Common Stock (GILD)
First Trst Dorsey Wright Uit Exchange Traded (FV)
Ft Vest Us Eqty Buffer Uit Exchange Traded (GMAR)
Alps Alerian Mlp Etf Uit Exchange Traded (AMLP)
Invesco Nasdaq 100 Etf Uit Exchange Traded (QQQM)
Amazon.com Common Stock (AMZN)

View all positions for ORG Partners

Top funds holding Capital Group Core Balanced

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

View all funds holding Capital Group Core Balanced