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Capital Group Core Balanced shares owned by First Heartland Consultants

Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by First Heartland Consultants from 13F filings

Historical chart of First Heartland Consultants investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Core Balanced held by First Heartland Consultants consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Core Balanced by First Heartland Consultants

Quarter filed Position value Share count Share price at filing
2024-06-30 $270k 9.1k 29.78

More positions owned by First Heartland Consultants

Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Spdr Series Trust Portfolio Lr Etf (SPLG)
Etf Ser Solutions Aptus Collared (ACIO)
Vanguard Bd Index Short Trm Bond (BSV)
Spdr S&p 500 Etf Tr Unit Ser 1 S&p (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Growth Etf (VUG)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)
Pimco Etf Tr Multisector Bd (PYLD)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Ishares S&p 500 Grwt Etf (IVW)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

View all positions for First Heartland Consultants

Top funds holding Capital Group Core Balanced

Advance Capital Management
LPL Financial
Royal Bank of Canada
Envestnet Asset Management
Capital Research and Management Company - Division 3
Morgan Stanley
Commonwealth Equity Services
Cambridge Investment Research Advisors
Advisor Group Holdings
Wealth Enhancement Advisory Services
Jane Street
Cetera Investment Advisers
D. J. St. Germain
Kestra Advisory Services
Mml Investors Services

View all funds holding Capital Group Core Balanced