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Capital Group Core Balanced shares owned by Base Wealth Management

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

Historical chart of Base 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 Base 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 Base Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 324k 34.72

More positions owned by Base Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Hci (HCI)
Pimco Etf Tr Multisector Bd (PYLD)
Capital Group Core Balanced SHS (CGBL)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Franklin Templeton Etf Tr Income Focus Etf (INCM)
Ishares Tr Core High Dv Etf (HDV)
Fidelity Covington Trust High Divid Etf (FDVV)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)
Pimco Etf Tr Ultra Short Govt (BILZ)
Vanguard Index Fds Value Etf (VTV)
J P Morgan Exchange Traded F Equity Premium (JEPI)

View all positions for Base Wealth Management

Top funds holding Capital Group Core Balanced

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

View all funds holding Capital Group Core Balanced