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Capital Group Core Balanced shares owned by Rockport Wealth

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

Historical chart of Rockport Wealth investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by Rockport Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.8M 97k 29.11

More positions owned by Rockport Wealth

Invsc Qqq Trust Srs 1 Etf Iv Unit Ser 1 (QQQ)
Intuitive Surgical Com New (ISRG)
Microsoft Corporation (MSFT)
Proshares Vix Short Termfutures Etf Vix Sh Trm Futrs (VIXY)
Proshares Tr S&p 500 Aristocrats Etf S&p 500 Dv Arist (NOBL)
Select Sector Spdr Fd Health Care Sbi Healthcare (XLV)
Capital Group Core Balanced Etf SHS (CGBL)
Rh Hedged Multi-asset Income Etf Adaptive Hdgd Mu (AMAX)
Wisdomtree Tr Largecap Divid Us Largecap Divd (DLN)
J P Morgan Exchange-traded Equity Premium (JEPI)
Ishares Russell Top 200 Growth Etf Rus Tp200 Gr Etf (IWY)
Energy Select Sector Spdr Fund Energy (XLE)
Consumer Staples Spdr Sbi Cons Stpls (XLP)
Amplify High Income Etf Etp High Income (YYY)
Ishares Core S&p Small-cap Etf Core S&p Scp Etf (IJR)

View all positions for Rockport Wealth

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