Ccg Wealth Management »

Capital Group Core Balanced shares owned by Ccg Wealth Management

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

Historical chart of Ccg 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 Ccg Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital Group Core Balanced by Ccg Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $311k 8.8k 35.33

More positions owned by Ccg Wealth Management

Spdr Series Trust State Street Spd (SPYM)
Spdr Series Trust State Street Spd (SPYG)
Ishares Tr Rus Mid Cap Etf (IWR)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Sempra Energy (SRE)
Ishares Tr S&p 500 Grwt Etf (IVW)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Ccg Wealth Management

Top funds holding Capital Group Core Balanced

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

View all funds holding Capital Group Core Balanced