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Richmond Investment Services »

Capital Group Core Balanced shares owned by Richmond Investment Services

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

Historical chart of Richmond Investment Services investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by Richmond Investment Services

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$854k	25k	34.72
2025-06-30	$822k	25k	33.44
2025-03-31	$398k	13k	30.98
2024-12-31	$581k	19k	31.27

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Vaneck Etf Trust Mrngstr Wde Moat (MOAT)

Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)

Vaneck Etf Trust Gold Miners Etf (GDX)

Vanguard Index Fds Growth Etf (VUG)

Invesco Actively Managed Exc Total Return (GTO)

Proshares Tr S&p 500 High Inc (ISPY)

First Tr Exchange-traded Smid Risng Etf (SDVY)

First Tr Exchange-traded A Sml Cp Grw Alp (FYC)

American Centy Etf Tr Avantis Emgmkt (AVEM)

Spdr Series Trust Portfolio S&p600 (SPSM)

Vanguard Intl Equity Index F Allwrld Ex Us (VEU)

Capital Group Dividend Value Shs Creation Uni (CGDV)

View all positions for Richmond Investment Services

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View all funds holding Capital Group Core Balanced

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