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Capital Group Core Balanced shares owned by Stephens

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

Historical chart of Stephens investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by Stephens

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.3M 64k 35.33
2025-09-30 $1.2M 34k 34.72
2025-06-30 $391k 12k 33.44

More positions owned by Stephens

Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wal-Mart Stores (WMT)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus Mdcp Val Etf (IWS)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Stephens

Top funds holding Capital Group Core Balanced

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

View all funds holding Capital Group Core Balanced