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Capital Group Core Balanced shares owned by Brookwood Investment Group

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

Historical chart of Brookwood Investment Group investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Core Balanced held by Brookwood Investment Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Core Balanced by Brookwood Investment Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $710k 20k 34.72
2025-06-30 $681k 20k 33.44

More positions owned by Brookwood Investment Group

NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Tcw Etf Trust Flexible Income (FLXR)
Broadcom (AVGO)
Meta Platforms Cl A (META)
Pimco Etf Tr Multisector Bd (PYLD)
Morgan Stanley Etf Trust Eaton Vance Mort
Alphabet Cap Stk Cl A (GOOGL)
Tidal Trust I Unlimited Hfeq E
Kraneshares Trust Hedgeye Hedged E (KSPY)
Ishares Tr TRS FLT RT BD (TFLO)

View all positions for Brookwood Investment Group

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