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Capital Group Core Balanced shares owned by Blueprint Investment Partners

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

Historical chart of Blueprint Investment Partners 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 Investment Partners 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 Investment Partners

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

More positions owned by Blueprint Investment Partners

Tidal Trust Ii Blueprint Chesap (TFPN)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Listed Fds Tr Swan Hedged Eqty (HEGD)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
NVIDIA Corporation (NVDA)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Bloomberg Intl T (BWX)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Core Msci Emkt (IEMG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
First Tr Exchange-traded A Sml Cap Val Alph (FYT)

View all positions for Blueprint Investment Partners

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