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Columbia Balanced Fd Large Cap shares owned by Encompass Wealth Advisors

Quarter-by-quarter ownership of Columbia Balanced Fd Large Cap (GEGTX) shares owned by Encompass Wealth Advisors from 13F filings

Historical chart of Encompass Wealth Advisors investment in Columbia Balanced Fd Large Cap

Tip: Access up to 7 years of quarterly data

All positions including Columbia Balanced Fd Large Cap held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Columbia Balanced Fd Large Cap by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $605k 11k 55.38
2023-06-30 $754k 13k 57.90
2023-03-31 $654k 13k 50.19
2022-12-31 $575k 13k 44.18
2022-09-30 $563k 13k 43.24
2022-06-30 $661k 15k 45.60
2022-03-31 $848k 15k 58.49
2021-12-31 $942k 15k 64.98
2021-09-30 $860k 13k 64.39
2021-06-30 $859k 13k 64.32
2021-03-31 $795k 13k 59.52

More positions owned by Encompass Wealth Advisors

iShares S&P 500 Growth ETF Exchange Traded Fund (IVW)
iShares S&P 500 Value ETF Exchange Traded Fund (IVE)
iShares Core MSCI EAFE ETF Exchange Traded Fund (IEFA)
Lord Abbett Ultra Short Bond I Mutual Fund (LUBYX)
iShares Core S&P Small-Cap ETF Exchange Traded Fund (IJR)
JPMorgan Ultra-Short Income ETF Exchange Traded Fund (JPST)
Airbnb Common Stock (ABNB)
iShares Core S&P Mid-Cap ETF Exchange Traded Fund (IJH)
Microsoft Corp Common Stock (MSFT)
Apple Common Stock (AAPL)
Columbia Contrarian Core Inst2 Mutual Fund (COFRX)
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)
BlackRock Core Bond Instl Mutual Fund (BFMCX)
Vanguard PRIMECAP Core Inv Mutual Fund (VPCCX)
Costco Wholesale Corp Common Stock (COST)

View all positions for Encompass Wealth Advisors