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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
2024-09-30 $444k 14k 31.07
2024-06-30 $270k 9.1k 29.78

More positions owned by First Heartland Consultants

Etf Ser Solutions Aptus Collared (ACIO)
Spdr Series Trust Portfolio Lr Etf (SPLG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Unit Ser 1 S&p (SPY)
Vanguard Bd Index Short Trm Bond (BSV)
Ishares S&p 500 Grwt Etf (IVW)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)
Vanguard Index Fds Growth Etf (VUG)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Apple (AAPL)
Etf Ser Solutions Aptus Defined (DRSK)

View all positions for First Heartland Consultants

Top funds holding Capital Group Core Balanced

LPL Financial
Advance Capital Management
Envestnet Asset Management
Royal Bank of Canada
Wealth Enhancement Advisory Services
Cambridge Investment Research Advisors
Commonwealth Equity Services
Advisor Group Holdings
Cetera Investment Advisers
Kestra Advisory Services
D. J. St. Germain
Raymond James & Associates
Jane Street
Flow Traders US
Private Advisor

View all funds holding Capital Group Core Balanced