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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
2025-09-30 $1.1M 31k 34.72
2025-06-30 $1.0M 31k 33.44
2025-03-31 $919k 30k 30.98
2024-12-31 $1.0M 33k 31.27
2024-09-30 $939k 30k 31.05

More positions owned by RIA Advisory Group

Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr S&p 100 Etf (OEF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Silver Tr Ishares (SLV)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Meta Platforms Cl A (META)
Proshares Tr Pshs Ultra Qqq (QLD)
NVIDIA Corporation (NVDA)
Proshares Tr Pshs Ult S&p 500 (SSO)
Microsoft Corporation (MSFT)
Verizon Communications (VZ)
Ishares Tr Short Treas Bd (SHV)
McDonald's Corporation (MCD)

View all positions for RIA Advisory Group

Top funds holding Capital Group Core Balanced

LPL Financial
Advance Capital Management
Envestnet Asset Management
Morgan Stanley
Cetera Investment Advisers
Raymond James Financial
Advisor Group Holdings
Commonwealth Equity Services
CWM
Wealth Enhancement Advisory Services
Cambridge Investment Research Advisors
Royal Bank of Canada
Wells Fargo & Company
Kestra Advisory Services
Jones Financial Companies, L.L

View all funds holding Capital Group Core Balanced