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Capital Group Core Balanced shares owned by Skyline Advisors

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

Historical chart of Skyline Advisors investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by Skyline Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $260k 7.5k 34.72

More positions owned by Skyline Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Total (IXUS)
Microsoft Corporation (MSFT)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Ishares Tr National Mun Etf (MUB)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Apple (AAPL)

View all positions for Skyline Advisors

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