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Capital Group Core Balanced shares owned by Southland Equity Partners

Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Southland Equity Partners from 13F filings

Historical chart of Southland Equity Partners investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by Southland Equity Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $269k 7.7k 34.72

More positions owned by Southland Equity Partners

Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)
Apple (AAPL)
Pimco Etf Tr Active Bd Etf (BOND)
First Tr Exchange-traded SHS (FDL)
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)
Schwab Strategic Tr Us Dividend Eq (SCHD)
First Tr Exchange-traded SHS (QTEC)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)
First Tr Exchange-traded Dj Internt Idx (FDN)
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Southland Equity Partners

Top funds holding Capital Group Core Balanced

LPL Financial
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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