44 Wealth Management »

Capital Group Core Balanced shares owned by 44 Wealth Management

Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by 44 Wealth Management from 13F filings

Historical chart of 44 Wealth Management investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Core Balanced held by 44 Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital Group Core Balanced by 44 Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $508k 15k 34.41

More positions owned by 44 Wealth Management

Nike CL B (NKE)
Microsoft Corporation (MSFT)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Johnson & Johnson (JNJ)
Spdr Gold Tr Gold Shs (GLD)
Home Depot (HD)
Chevron Corporation (CVX)
Medtronic SHS (MDT)
Amazon (AMZN)
Cisco Systems (CSCO)
Costco Wholesale Corporation (COST)
Meta Platforms Cl A (META)
Philip Morris International (PM)
Union Pacific Corporation (UNP)

View all positions for 44 Wealth Management

Top funds holding Capital Group Core Balanced

LPL Financial
Advance Capital Management
Envestnet Asset Management
Wells Fargo & Company
Morgan Stanley
Cetera Investment Advisers
Forge Financial Services
Commonwealth Equity Services
Advisor Group Holdings
Raymond James Financial
Royal Bank of Canada
Cambridge Investment Research Advisors
CWM
Aprio Wealth Management
Kestra Advisory Services

View all funds holding Capital Group Core Balanced