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Capital Group Core Balanced shares owned by Strategic Financial Concepts

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

Historical chart of Strategic Financial Concepts investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by Strategic Financial Concepts

Quarter filed Position value Share count Share price at filing
2025-09-30 $347k 10k 34.72
2025-06-30 $321k 9.6k 33.44
2025-03-31 $389k 13k 30.98

More positions owned by Strategic Financial Concepts

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Portfli Intrmdit (SPTI)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Port Mtg Bk Etf (SPMB)
Spdr Series Trust Portfolio Intrmd (SPIB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Portfolio S&p600 (SPSM)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
T Rowe Price Etf Ultra Shrt Trm (TBUX)
Vanguard Specialized Funds Div App Etf (VIG)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Total Stk Mkt (VTI)
Select Sector Spdr Tr Financial (XLF)
Tesla Motors (TSLA)

View all positions for Strategic Financial Concepts

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