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Capital Group Core Balanced shares owned by TCFG Investment Advisors

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

Historical chart of TCFG 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 TCFG 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 TCFG Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $374k 11k 34.41

More positions owned by TCFG Investment Advisors

Apple (AAPL)
RBB F/m Us Treasury (TBIL)
NVIDIA Corporation (NVDA)
Franco-Nevada Corporation (FNV)
Vaneck Etf Trust Junior Gold Mine (GDXJ)
Amazon (AMZN)
Angel Oak Funds Trust Oak Ultrashort (UYLD)
Agnico (AEM)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ea Series Trust Strive Enhanced (BUXX)
First Tr Exchange-traded Nasdq Cln Edge (GRID)
Microsoft Corporation (MSFT)
Wheaton Precious Metals Corp (WPM)
Alphabet Cap Stk Cl A (GOOGL)
First Tr Exchange Traded Risng Divd Achiv (RDVY)

View all positions for TCFG 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
Commonwealth Equity Services
Advisor Group Holdings
Raymond James Financial
Royal Bank of Canada
Cambridge Investment Research Advisors
CWM
Aprio Wealth Management
Kestra Advisory Services

View all funds holding Capital Group Core Balanced