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Capital Group Core Balanced shares owned by Highline Wealth Partners

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

Historical chart of Highline Wealth 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 Highline Wealth 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 Highline Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $56k 1.5k 37.96

More positions owned by Highline Wealth Partners

Pgim Aaa Clo Etf Etf (PAAA)
JPMorgan Ultra-Short Income ETF Etf (JPST)
Nvidia Corporation Stock (NVDA)
TCW Flexible Income ETF Etf (FLXR)
Vanguard S&P 500 ETF Etf (VOO)
iShares Core MSCI EAFE ETF Etf (IEFA)
Invesco Nasdaq 100 Etf Etf (QQQM)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Apple Inc Com/Inv Stock (AAPL)
Vanguard Russell 1000 Value ETF Etf (VONV)
Amazon Stock (AMZN)
Microsoft Corp Stock (MSFT)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Tesla Stock (TSLA)
Advanced Micro Devices Stock (AMD)

View all positions for Highline Wealth Partners

Top funds holding Capital Group Core Balanced

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

View all funds holding Capital Group Core Balanced