Seamount Financial Group »

Capital Group Core Balanced shares owned by Seamount Financial Group

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

Historical chart of Seamount Financial 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 Seamount Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital Group Core Balanced by Seamount Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 46k 31.05
2024-06-30 $732k 25k 29.73

More positions owned by Seamount Financial Group

Apple (AAPL)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Pimco Etf Tr 0-5 High Yield (HYS)
Vanguard World Energy Etf (VDE)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Real Estate Etf (VNQ)

View all positions for Seamount Financial 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