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Capital Group Core Balanced shares owned by Verus Capital Partners

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

Historical chart of Verus Capital Partners investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by Verus Capital Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $245k 6.9k 35.33

More positions owned by Verus Capital Partners

Apple (AAPL)
NVIDIA Corporation Call Option (NVDA)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Advanced Micro Devices (AMD)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Series Trust State Street Spd (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Guggenheim Strategic Opportu Com Sbi (GOF)
Spdr Series Trust State Street Spd (SPYM)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Palantir Technologies Cl A (PLTR)

View all positions for Verus Capital Partners

Top funds holding Capital Group Core Balanced

LPL Financial
Advance Capital Management
Envestnet Asset Management
Wells Fargo & Company
Cetera Investment Advisers
Commonwealth Equity Services
Advisor Group Holdings
Raymond James Financial
Cambridge Investment Research Advisors
CWM
Wealth Enhancement Advisory Services
Royal Bank of Canada
Aprio Wealth Management
Jones Financial Companies, L.L
Kestra Advisory Services

View all funds holding Capital Group Core Balanced