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Capital Group Core Balanced shares owned by RIA Advisory Group

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

Historical chart of RIA Advisory Group investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by RIA Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $939k 30k 31.05

More positions owned by RIA Advisory Group

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Silver Tr Ishares (SLV)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Honeywell International (HON)
Invesco Qqq Tr Unit Ser 1 (QQQ)
International Business Machines (IBM)
Coca-Cola Company (KO)
Ishares Tr S&p 100 Etf (OEF)
Johnson & Johnson (JNJ)
Procter & Gamble Company (PG)
Aim Etf Products Trust U S Lrgcp 6m Apr (SIXO)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Microsoft Corporation (MSFT)

View all positions for RIA Advisory Group

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