Colonial River Wealth Management »

Capital Group Core Balanced shares owned by Colonial River Wealth Management

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

Historical chart of Colonial River 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 Colonial River 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 Colonial River Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $529k 15k 34.72
2025-06-30 $411k 12k 33.74
2025-03-31 $309k 10k 30.98

More positions owned by Colonial River Wealth Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Amazon (AMZN)
Meta Platforms Cl A (META)
Applovin Corp Com Cl A (APP)
Palantir Technologies Cl A (PLTR)
Invesco Actively Managed Exc Total Return (GTO)
Invesco Exch Traded Fd Tr Ii 500 Qvm Multi (QVML)
Tesla Motors (TSLA)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)

View all positions for Colonial River Wealth Management

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