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Capital Group Core Balanced shares owned by Clear Creek Financial Management

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

Historical chart of Clear Creek Financial 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 Clear Creek Financial 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 Clear Creek Financial Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.8M 58k 31.05
2024-06-30 $1.1M 38k 29.73

More positions owned by Clear Creek Financial Management

Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p Mc 400gr Etf (IJK)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Microsoft Corporation (MSFT)
Ishares Tr Us Treas Bd Etf (GOVT)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

View all positions for Clear Creek Financial Management

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