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Capital Group Core Balanced shares owned by Goss Wealth Management

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

Historical chart of Goss Wealth 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 Goss Wealth 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 Goss Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $69k 2.3k 29.73
2024-03-31 $44k 1.5k 29.11

More positions owned by Goss Wealth Management

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Broadcom (AVGO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Goss Wealth 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