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Capital Group Core Balanced shares owned by Professional Financial Advisors

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

Historical chart of Professional Financial Advisors investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by Professional Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $360k 9.5k 37.96

More positions owned by Professional Financial Advisors

Spdr Series Trust ST STR PR SP1500 (SPTM)
Ishares Tr Core Us Aggbd Et (AGG)
Wisdomtree Tr Us Effic Core Fd (NTSX)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Tidal Trust Ii Ret Stckd Gl Stk (RSSB)
Vanguard Index Fds Total Stk Mkt (VTI)
Wisdomtree Tr Internationl Efi (NTSI)
Litman Gregory Fds Tr Imgp Dbi Man Etf (DBMF)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Core Div Grwth (DGRO)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Spdr Series Trust St Str Blo 1 Etf (BIL)
Spdr Series Trust St Str 1500mom (MMTM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Simplify Exchange Traded Fun Simplify Us Eqt (SPBC)

View all positions for Professional Financial Advisors

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
Raymond James Financial
Commonwealth Equity Services
Advisor Group Holdings
Cambridge Investment Research Advisors
Royal Bank of Canada
CWM
Jones Financial Companies, L.L
Kestra Advisory Services

View all funds holding Capital Group Core Balanced