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Capital Group Core Balanced shares owned by Gerber Kawasaki Wealth & Investment Management

Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Gerber Kawasaki Wealth & Investment Management from 13F filings

Historical chart of Gerber Kawasaki Wealth & Investment 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 Gerber Kawasaki Wealth & Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Core Balanced by Gerber Kawasaki Wealth & Investment Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $272k 9.2k 29.73

More positions owned by Gerber Kawasaki Wealth & Investment Management

Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Technology (XLK)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Tesla Motors (TSLA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Spdr Ser Tr Ssga Us Lrg Etf (LGLV)
Ishares Tr Core Msci Total (IXUS)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Alphabet Cap Stk Cl C (GOOG)
Select Sector Spdr Tr Financial (XLF)

View all positions for Gerber Kawasaki Wealth & Investment Management

Top funds holding Capital Group Core Balanced

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

View all funds holding Capital Group Core Balanced