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Capital Group Core Balanced shares owned by Tudor Financial

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

Historical chart of Tudor Financial investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by Tudor Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $471k 14k 34.72
2025-06-30 $381k 11k 33.44
2025-03-31 $234k 7.6k 30.98
2024-12-31 $202k 6.5k 31.28

More positions owned by Tudor Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Etf (IWB)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Cintas Corporation (CTAS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Us Aer Def Etf (ITA)
Ishares Tr Expanded Tech (IGV)
Ishares Tr Us Br Del Se Etf (IAI)
Allstate Corporation (ALL)
Ishares Tr U.s. Insrnce Etf (IAK)
Ishares Tr Core S&p500 Etf (IVV)
Amgen (AMGN)

View all positions for Tudor Financial

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