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Capital Group Core Balanced shares owned by Golden State Equity Partners

Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Golden State Equity Partners from 13F filings

Historical chart of Golden State Equity Partners investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Core Balanced held by Golden State Equity Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Core Balanced by Golden State Equity Partners

Quarter filed Position value Share count Share price at filing
2025-03-31 $482k 16k 30.98
2024-12-31 $235k 7.5k 31.27

More positions owned by Golden State Equity Partners

NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core Us Aggbd Et (AGG)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Tesla Motors (TSLA)
Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Golden State Equity Partners

Top funds holding Capital Group Core Balanced

LPL Financial
Advance Capital Management
Envestnet Asset Management
Cetera Investment Advisers
Raymond James Financial
CWM
Advisor Group Holdings
Commonwealth Equity Services
Wealth Enhancement Advisory Services
Cambridge Investment Research Advisors
Royal Bank of Canada
Wells Fargo & Company
Kestra Advisory Services
Jones Financial Companies, L.L
Mml Investors Services

View all funds holding Capital Group Core Balanced