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Capital Group Core Balanced shares owned by Warner Financial

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

Historical chart of Warner 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 Warner 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 Warner Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $377k 11k 34.75
2025-06-30 $244k 7.3k 33.48
2025-03-31 $254k 8.2k 31.02
2024-12-31 $227k 7.3k 31.20

More positions owned by Warner Financial

Vanguard Large Cap Value Index ETF Etf (VTV)
Vanguard Large Cap Growth Index ETF Etf (VUG)
Vanguard FTSE Developed Markets ETF Etf (VEA)
Schwab US Large Cap Growth ETF Etf (SCHG)
Invesco QQQ ETF Etf (QQQ)
Vanguard Mid Cap Index ETF Etf (VO)
Vanguard Dividend Appreciation Index ETF Etf (VIG)
Vanguard S&P 500 ETF Etf (VOO)
Schwab International Equity ETF Etf (SCHF)
Vanguard Total International Stock ETF Etf (VXUS)
Vanguard FTSE Emerging Markets ETF Etf (VWO)
iShares Edge MSCI USA Quality Factor ETF Etf (QUAL)
Vanguard Small Cap Index ETF Etf (VB)
Schwab US Large Cap Value ETF Etf (SCHV)
Financial Select Sector SPDR Fund Etf (XLF)

View all positions for Warner 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