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Capital Group Core Balanced shares owned by Strategic Investment Solutions

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

Historical chart of Strategic Investment Solutions 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 Investment Solutions 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 Investment Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $85k 2.4k 34.72
2025-06-30 $82k 2.4k 33.44
2025-03-31 $76k 2.4k 30.98

More positions owned by Strategic Investment Solutions

Vanguard Growth Etf Uie (VUG)
Dimensional Us Equity Uie (DFUS)
Dimensional World Equity Uie (DFAW)
Dimensional Wld Ex Us Cr Uie (DFAX)
Apple (AAPL)
Dimensional U S Core Uie (DFAC)
Vanguard Value Etf Uie (VTV)
Spdr Gold Shares Etf Uie (GLD)
Dimensional U S Targeted Uie (DFAT)
Vanguard S&p 500 Etf Uie (VOO)
Dimensional Us Uie (DFUV)
Dimensional Us High Uie (DUHP)
Vanguard Information Uie (VGT)
Vanguard Short Term Uie (VGSH)
Dimensnl Ultrashrt Fixed Uie (DUSB)

View all positions for Strategic Investment Solutions

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