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Capital Group Core Balanced shares owned by Private Client Services

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

Historical chart of Private Client Services 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 Client Services 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 Client Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $209k 6.1k 34.41

More positions owned by Private Client Services

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Ibonds 2026 Term (IBHF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Vanguard Index Fds Mid Cap Etf (VO)
Ssga Active Etf Tr State Street Mul (RLY)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Small Cp Etf (VB)
Apple (AAPL)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Private Client Services

Top funds holding Capital Group Core Balanced

LPL Financial
Advance Capital Management
Envestnet Asset Management
Wells Fargo & Company
Cetera Investment Advisers
Commonwealth Equity Services
Advisor Group Holdings
Raymond James Financial
Cambridge Investment Research Advisors
CWM
Aprio Wealth Management
Jones Financial Companies, L.L
Kestra Advisory Services
J. Derek Lewis & Associates
Stifel Financial

View all funds holding Capital Group Core Balanced