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Capital Group Core Balanced shares owned by Blueprint Financial Advisors

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

Historical chart of Blueprint Financial 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 Blueprint Financial 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 Blueprint Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 59k 34.72

More positions owned by Blueprint Financial Advisors

Tidal Trust Ii Blueprint Chesap (TFPN)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Vanguard Index Fds Large Cap Etf (VV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Listed Fds Tr Swan Hedged Eqty (HEGD)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded A Sml Cap Val Alph (FYT)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Series Trust Bloomberg Intl T (BWX)
Ishares Tr Core S&p500 Etf (IVV)
Sprott Asset Management Physical Silver (PSLV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
MPLX Com Unit Rep Ltd (MPLX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Blueprint Financial Advisors

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