Endeavor Private Wealth »

Capital Group Core Balanced shares owned by Endeavor Private Wealth

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

Historical chart of Endeavor Private Wealth investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Core Balanced held by Endeavor Private Wealth 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 Endeavor Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.1M 203k 34.91
2025-06-30 $6.2M 183k 33.60
2025-03-31 $4.6M 147k 31.10
2024-12-31 $3.8M 123k 31.27

More positions owned by Endeavor Private Wealth

Ishares Tr Core Total Usd (IUSB)
Ishares Tr S&p 500 Val Etf (IVE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Eafe Value Etf (EFV)
Vanguard World Mega Cap Index (MGC)
Ishares Core Msci Emkt (IEMG)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Capital Group Core Balanced SHS (CGBL)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Endeavor Private Wealth

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