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Capital Group Core Balanced shares owned by Aprio Wealth Management

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

Historical chart of Aprio 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 Aprio 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 Aprio Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $64M 1.8M 35.33

More positions owned by Aprio Wealth Management

Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl High Profit (DIHP)
Capital Group Core Balanced SHS (CGBL)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ishares Msci Emrg Chn (EMXC)
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
First Tr Exchange Traded Nasd Tech Div (TDIV)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Profesionally Managed Portfo Akre Focus Etf
American Centy Etf Tr Us Large Cap Vlu (AVLV)
J P Morgan Exchange Traded F Active Growth (JGRO)
Pimco Etf Tr Multisector Bd (PYLD)
Apple (AAPL)

View all positions for Aprio Wealth Management

Top funds holding Capital Group Core Balanced

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

View all funds holding Capital Group Core Balanced