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Capital Group Core Balanced shares owned by Adamsbrown Wealth Consultants

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

Historical chart of Adamsbrown Wealth Consultants investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by Adamsbrown Wealth Consultants

Quarter filed Position value Share count Share price at filing
2026-06-30 $243k 6.4k 37.96

More positions owned by Adamsbrown Wealth Consultants

Capital Group Growth Etf Shs Creat Unit (CGGR)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Spdr Series Trust St Str P500etf (SPYM)
Mfs Active Exchange Traded F Blend Intl Etf (BRIE)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Fidelity Covington Trust Enh Mid Cor Etf (FMDE)
Putnam Etf Trust Focused Lar Cap (PVAL)
First Tr Exchange-traded Ft Vest Ris (RDVI)
Ea Series Trust Freedom 100 Em (FRDM)
Vaneck Etf Trust Pharmaceutcl Etf (PPH)
Etfis Ser Tr I Virtus Reaves Ut (UTES)
Schwab Strategic Tr Us Dividend Eq (SCHD)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
American Centy Etf Tr Avantis Intl Sml (AVDS)

View all positions for Adamsbrown Wealth Consultants

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
Raymond James Financial
Commonwealth Equity Services
Advisor Group Holdings
Cambridge Investment Research Advisors
Royal Bank of Canada
CWM
Jones Financial Companies, L.L
Kestra Advisory Services

View all funds holding Capital Group Core Balanced