Capital A Wealth Management »

Capital Group Core Balanced shares owned by Capital A Wealth Management

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

Historical chart of Capital A 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 Capital A 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 Capital A Wealth Management

Quarter filed Position value Share count Share price at filing
2025-03-31 $58k 1.9k 30.98
2024-12-31 $64k 2.0k 31.27

More positions owned by Capital A Wealth Management

Microsoft Corporation (MSFT)
Apple (AAPL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
PNC Financial Services (PNC)
Huntington Bancshares Incorporated (HBAN)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Tr Core S&p Mcp Etf (IJH)
Meta Platforms Cl A (META)
Ishares Tr Rus 2000 Grw Etf (IWO)
Spdr Ser Tr Port Mtg Bk Etf (SPMB)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Rus 2000 Val Etf (IWN)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Capital A Wealth Management

Top funds holding Capital Group Core Balanced

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

View all funds holding Capital Group Core Balanced