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Capital Group Core Balanced shares owned by Morgan Stanley

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

Historical chart of Morgan Stanley investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by Morgan Stanley

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.2M 77k 29.11

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Top funds holding Capital Group Core Balanced

Advance Capital Management
Commonwealth Equity Services
Advisor Group Holdings
Cambridge Investment Research Advisors
LPL Financial
Sunbelt Securities
Wealth Enhancement Advisory Services
D.A. Davidson & Co.
Kestra Advisory Services
Royal Bank of Canada
J Arnold Wealth Management
Rockport Wealth
Mariner Wealth Advisors
Envestnet Asset Management
HighTower Advisors

View all funds holding Capital Group Core Balanced