Taylor Financial Group »

Capital Group Core Balanced shares owned by Taylor Financial Group

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

Historical chart of Taylor Financial Group investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital Group Core Balanced by Taylor Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.7M 63k 27.34

More positions owned by Taylor Financial Group

Norfolk Southern (NSC)
Vanguard Index Fds Growth Etf (VUG)
Fiserv (FI)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Home Depot (HD)
Microsoft Corporation (MSFT)
Microchip Technology (MCHP)
Oracle Corporation (ORCL)
Blackstone Group Inc Com Cl A (BX)
Ishares Tr Select Divid Etf (DVY)
Eli Lilly & Co. (LLY)
Ishares Tr Core Divid Etf (DIVB)
Pepsi (PEP)
Ssga Active Etf Tr Globl Allo Etf (GAL)

View all positions for Taylor Financial Group

Top funds holding Capital Group Core Balanced

Advance Capital Management
Commonwealth Equity Services
Advisor Group Holdings
Cambridge Investment Research Advisors
LPL Financial
Sunbelt Securities
Wealth Enhancement Advisory Services
D.A. Davidson & Co.
Kestra Advisory Services
Royal Bank of Canada
J Arnold Wealth Management
Rockport Wealth
Mariner Wealth Advisors
Envestnet Asset Management
HighTower Advisors

View all funds holding Capital Group Core Balanced