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Capital Group Core Balanced shares owned by Accel Wealth Management

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

Historical chart of Accel 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 Accel Wealth Management consolidated in one spreadsheet with up to 7 years of data

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $387k 11k 34.72

More positions owned by Accel Wealth Management

Ishares Tr Core Div Grwth (DGRO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
PIMCO Corporate Opportunity Fund (PTY)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Whitehall Fds High Div Yld (VYM)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Microsoft Corporation (MSFT)

View all positions for Accel Wealth Management

Top funds holding Capital Group Core Balanced

LPL Financial
Advance Capital Management
Envestnet Asset Management
Wells Fargo & Company
Cetera Investment Advisers
Cambridge Investment Research Advisors
Raymond James Financial
CWM
Advisor Group Holdings
Commonwealth Equity Services
Wealth Enhancement Advisory Services
Royal Bank of Canada
Aprio Wealth Management
Kestra Advisory Services
Jones Financial Companies, L.L

View all funds holding Capital Group Core Balanced