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Capital Group Core Balanced shares owned by Proequities

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

Historical chart of Proequities investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by Proequities

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4B 46k 31199.99
2024-06-30 $496M 17k 29869.80
2024-03-31 $7.7M 263 29212.93
2023-12-31 $0 0 0.00
2023-09-30 $0 0 0.00

More positions owned by Proequities

Vanguard World Mega Cap Index (MGC)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Usa Quality Fctr (QUAL)
Ishares Tr Core Total Usd (IUSB)
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Ishares Tr Mbs Etf (MBB)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Mid Cap Etf (VO)
NVIDIA Corporation (NVDA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Amazon (AMZN)

View all positions for Proequities

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