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Capital Group Core Balanced shares owned by Mariner Wealth Advisors

Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Mariner Wealth Advisors from 13F filings

Historical chart of Mariner Wealth Advisors investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by Mariner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $4.2M 142k 29.73
2024-03-31 $2.8M 96k 29.11

More positions owned by Mariner Wealth Advisors

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Value Etf (VTV)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Growth Etf (VUG)
Broadcom (AVGO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Mariner Wealth Advisors

Top funds holding Capital Group Core Balanced

Advance Capital Management
LPL Financial
Royal Bank of Canada
Envestnet Asset Management
Cambridge Investment Research Advisors
Commonwealth Equity Services
Morgan Stanley
Wealth Enhancement Advisory Services
Raymond James & Associates
D. J. St. Germain
Jane Street
Cetera Investment Advisers
Private Advisor
Kestra Advisory Services
Mml Investors Services

View all funds holding Capital Group Core Balanced