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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
2026-03-31 $3.3M 97k 34.41
2025-12-31 $2.9M 83k 35.33
2025-09-30 $2.1M 59k 34.72

More positions owned by Blueprint Financial Advisors

Schneider National CL B (SNDR)
Tidal Trust Ii Blueprint Chesap (TFPN)
Spdr Series Trust State Street Spd (SPTM)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Listed Fds Tr Swan Hedged Eqty (HEGD)
Spdr Series Trust State Street Spd (BIL)
Tidal Trust Ii Chesapeake Trend
Vanguard Index Fds Large Cap Etf (VV)
Etf Ser Solutions Clearshs Ultra (OPER)
NVIDIA Corporation (NVDA)
Spdr Index Shs Fds State Street Spd (SPDW)
Lattice Strategies Tr Hartford Mlt Sml (ROSC)
Ishares Tr Trust Ishare 0-1 (SHV)
Sprott Asset Management Physical Gold Tr (PHYS)
Sprott Asset Management Physical Silver (PSLV)

View all positions for Blueprint Financial Advisors

Top funds holding Capital Group Core Balanced

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

View all funds holding Capital Group Core Balanced