High Net Worth Advisory Group »

Capital Group Core Balanced shares owned by High Net Worth Advisory Group

Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by High Net Worth Advisory Group from 13F filings

Historical chart of High Net Worth Advisory 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 High Net Worth Advisory Group 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 High Net Worth Advisory Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.9M 126k 31.27
2024-09-30 $423k 14k 31.05
2024-06-30 $405k 14k 29.73

More positions owned by High Net Worth Advisory Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Whitehall Fds High Div Yld (VYM)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Abbvie (ABBV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Msci Usa Min Vol (USMV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Growth Etf (VUG)
Amazon (AMZN)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)

View all positions for High Net Worth Advisory Group

Top funds holding Capital Group Core Balanced

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

View all funds holding Capital Group Core Balanced