Eq Wealth Advisors »

Capital Group Core Balanced shares owned by Eq Wealth Advisors

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

Historical chart of Eq 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 Eq Wealth Advisors 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 Eq Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $10k 285 35.31
2025-06-30 $9.4k 280 33.45
2025-03-31 $8.6k 279 30.98

More positions owned by Eq Wealth Advisors

Capital Group U.s. Multi-sector Income Etf Etf (CGMS)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Schwab Us Tips Etf Etf (SCHP)
Capital Group Growth Etf Etf (CGGR)
Dimensional International Value Etf Etf (DFIV)
Vanguard Total International Bond Etf Etf (BNDX)
Dimensional International Small Cap Value Etf Etf (DISV)
Dimensional Us Small Cap Value Etf Etf (DFSV)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Capital Group Municipal Income Etf Etf (CGMU)
Ishares Gold Trust Etf (IAU)
Vanguard International Dividend Appreciation Etf Etf (VIGI)
Dimensional Emerging Markets Value Etf Etf (DFEV)
Capital Group Short Duration Income Etf Etf (CGSD)

View all positions for Eq Wealth Advisors

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
Kestra Advisory Services
Stifel Financial

View all funds holding Capital Group Core Balanced