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Capital Group Core Balanced shares owned by TCG Advisory Services

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

Historical chart of TCG Advisory Services investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by TCG Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $703k 20k 34.72
2025-06-30 $1.2M 35k 33.44
2025-03-31 $2.3M 74k 30.98
2024-12-31 $1.9M 60k 31.27
2024-09-30 $332k 11k 31.05

More positions owned by TCG Advisory Services

NVIDIA Corporation Call Option (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
JPMorgan Chase & Co. (JPM)
Tesla Motors Put Option (TSLA)
Meta Platforms Cl A Call Option (META)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Index Fds Value Etf (VTV)
Broadcom Call Option (AVGO)
Pimco Etf Tr Multisector Bd (PYLD)
Wal-Mart Stores (WMT)

View all positions for TCG Advisory Services

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