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Capital Group Core Balanced shares owned by GPS Wealth Strategies Group

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

Historical chart of GPS Wealth Strategies Group investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Core Balanced held by GPS Wealth Strategies Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Core Balanced by GPS Wealth Strategies Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5M 73k 34.72
2025-06-30 $1.6M 49k 33.44
2025-03-31 $1.2M 39k 30.98
2024-12-31 $1.1M 36k 31.27
2024-09-30 $650k 21k 31.10

More positions owned by GPS Wealth Strategies Group

Nvidia Corp Common Stock (NVDA)
Invesco S&p MF Closed and MF Open (XLG)
Invesco Qqq MF Closed and MF Open (QQQ)
Vanguard Information MF Closed and MF Open (VGT)
Apple Common Stock (AAPL)
Broadcom Common Stock (AVGO)
Wisdomtree Us MF Closed and MF Open (DGRW)
Vanguard Growth MF Closed and MF Open (VUG)
Amazon Common Stock (AMZN)
Microsoft Corp Common Stock (MSFT)
First Trust MF Closed and MF Open (RDVY)
Wisdomtree Us MF Closed and MF Open (QGRW)
Invesco Nasdaq MF Closed and MF Open (QQQM)
Vistra Corp Common Stock (VST)
Ishares Core MF Closed and MF Open (AGG)

View all positions for GPS Wealth Strategies Group

Top funds holding Capital Group Core Balanced

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

View all funds holding Capital Group Core Balanced