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Capital Group Core Balanced shares owned by Apollon Wealth Management

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

Historical chart of Apollon 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 Apollon 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 Apollon Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $9.1M 257k 35.33
2025-09-30 $7.5M 217k 34.72
2025-06-30 $1.9M 58k 33.44

More positions owned by Apollon Wealth Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
Pgim Etf Tr Total Return Bon (PTRB)
JPMorgan Chase & Co. (JPM)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl C (GOOG)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Apollon Wealth Management

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
Raymond James Financial
Cambridge Investment Research Advisors
CWM
Wealth Enhancement Advisory Services
Royal Bank of Canada
Aprio Wealth Management
Jones Financial Companies, L.L
Kestra Advisory Services

View all funds holding Capital Group Core Balanced