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Capital Group Core Balanced shares owned by Spectrum Investment Advisors

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

Historical chart of Spectrum Investment 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 Spectrum Investment 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 Spectrum Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $7.9M 209k 37.96

More positions owned by Spectrum Investment Advisors

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Fidelity Covington Trust Enhanced Large (FELG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Total (IXUS)
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI)
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Capital Group Core Balanced SHS (CGBL)
Vanguard Index Fds Mid Cap Etf (VO)
Alps Etf Tr Smith Core Plus (SMTH)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Apple (AAPL)

View all positions for Spectrum Investment Advisors

Top funds holding Capital Group Core Balanced

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

View all funds holding Capital Group Core Balanced