Hartmann Taylor Wealth Management »

Capital Group Core Balanced shares owned by Hartmann Taylor Wealth Management

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

Historical chart of Hartmann Taylor 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 Hartmann Taylor Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital Group Core Balanced by Hartmann Taylor Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 308k 34.72
2025-06-30 $9.6M 287k 33.44

More positions owned by Hartmann Taylor Wealth Management

Vanguard Index Fds Value Etf (VTV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Core Balanced SHS (CGBL)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Vanguard Index Fds Small Cp Etf (VB)
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)
Grayscale Coindesk Crypto Usd Shs (GDLC)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Apple (AAPL)
Dimensional Etf Trust Us Small Cap Etf (DFAS)

View all positions for Hartmann Taylor Wealth Management

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