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Capital Group Core Balanced shares owned by Private Advisor

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

Historical chart of Private Advisor investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by Private Advisor

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.2M 263k 31.05
2024-06-30 $2.0M 66k 29.73
2024-03-31 $536k 18k 29.11

More positions owned by Private Advisor

Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Amazon (AMZN)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

View all positions for Private Advisor

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