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Capital Group Core Balanced shares owned by R2 Capital Strategies

Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by R2 Capital Strategies from 13F filings

Historical chart of R2 Capital Strategies investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Core Balanced held by R2 Capital Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Core Balanced by R2 Capital Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.5M 39k 37.96

More positions owned by R2 Capital Strategies

Apple (AAPL)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Series Trust ST STR PR SP1500 (SPTM)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)
Microsoft Corporation (MSFT)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Blackrock Etf Trust Ii Isha Tota Re Etf (BRTR)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
Proshares Tr Ultrpro S&p500 (UPRO)
Alphabet Cap Stk Cl C (GOOG)
First Tr Exchange-traded Cap Strength Etf (FTCS)

View all positions for R2 Capital Strategies

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
Royal Bank of Canada
Cambridge Investment Research Advisors
CWM
Jones Financial Companies, L.L
Aprio Wealth Management

View all funds holding Capital Group Core Balanced