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Capital Group Core Balanced shares owned by Clarity Wealth Advisors

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

Historical chart of Clarity Wealth 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 Clarity Wealth 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 Clarity Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 40k 31.05
2024-06-30 $357k 12k 29.73

More positions owned by Clarity Wealth Advisors

Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Vanguard Index Fds Small Cp Etf (VB)
Costco Wholesale Corporation (COST)
Alphabet Cap Stk Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Meta Platforms Cl A (META)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
NVIDIA Corporation (NVDA)

View all positions for Clarity Wealth Advisors

Top funds holding Capital Group Core Balanced

LPL Financial
Advance Capital Management
Envestnet Asset Management
Royal Bank of Canada
Cambridge Investment Research Advisors
Commonwealth Equity Services
Advisor Group Holdings
Morgan Stanley
Kestra Advisory Services
Wealth Enhancement Advisory Services
Raymond James & Associates
D. J. St. Germain
Cetera Investment Advisers
Jane Street
Flow Traders US

View all funds holding Capital Group Core Balanced