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Capital Group Core Balanced shares owned by Alliance Wealth Advisors

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

Historical chart of Alliance Wealth Advisors investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by Alliance Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $204k 5.8k 35.33

More positions owned by Alliance Wealth Advisors

Ishares Tr Core Div Grwth (DGRO)
Victory Portfolios Ii Core Intermediat (UITB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Palantir Technologies Cl A Call Option (PLTR)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Echostar Corp Cl A (SATS)
Ishares Tr Core S&p Mcp Etf (IJH)
Mp Materials Corp Com Cl A Call Option (MP)
Intel Corporation Call Option (INTC)

View all positions for Alliance Wealth Advisors

Top funds holding Capital Group Core Balanced

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

View all funds holding Capital Group Core Balanced