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Capital Group Core Balanced shares owned by Williams & Novak

Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Williams & Novak from 13F filings

Historical chart of Williams & Novak investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by Williams & Novak

Quarter filed Position value Share count Share price at filing
2025-12-31 $527k 15k 35.33
2025-09-30 $347k 10k 34.72

More positions owned by Williams & Novak

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Pimco Equity Ser Rafi Dyn Ml Us (MFUS)
Fidelity Covington Trust Enhanced Large (FELC)
Sypris Solutions (SYPR)
Pimco Etf Tr Multisector Bd (PYLD)
Ishares Silver Tr Ishares (SLV)
Pimco CA Municipal Income Fund (PCQ)
Pimco Equity Ser Rafi Dyn Emerg (MFEM)
Apple (AAPL)
Pimco Municipal Income Fund II (PML)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Pimco Equity Ser Rafi Dyn Multi (MFDX)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr International Sl (ISCF)

View all positions for Williams & Novak

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