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Householder Group Estate & Retirement Specialist »

Capital Group Core Balanced shares owned by Householder Group Estate & Retirement Specialist

Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Householder Group Estate & Retirement Specialist from 13F filings

Historical chart of Householder Group Estate & Retirement Specialist investment in Capital Group Core Balanced

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All positions including Capital Group Core Balanced held by Householder Group Estate & Retirement Specialist consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Core Balanced by Householder Group Estate & Retirement Specialist

Quarter filed	Position value	Share count	Share price at filing
2024-12-31	$372k	12k	31.26
2024-09-30	$550k	18k	31.03
2024-06-30	$328k	11k	29.66

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FS KKR Common Stock (FSK)

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Apple Common Stock (AAPL)

Costco Wholesale Common Stock (COST)

Digitalbridge Group Common Stock (DBRG)

Amazon Common Stock (AMZN)

Nvidia Corp Common Stock (NVDA)

Spdr Portfolio MF Closed and MF Open (SPTM)

Pacer Us MF Closed and MF Open (COWZ)

Spdr Portfolio MF Closed and MF Open (SPYG)

Invesco Qqq MF Closed and MF Open (QQQ)

First Trust MF Closed and MF Open (LMBS)

Microsoft Corp Common Stock (MSFT)

Industrial Logistics Common Stock (ILPT)

Sector Healthcare MF Closed and MF Open (XLV)

View all positions for Householder Group Estate & Retirement Specialist

Top funds holding Capital Group Core Balanced

LPL Financial

Advance Capital Management

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Royal Bank of Canada

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Cambridge Investment Research Advisors

Commonwealth Equity Services

Advisor Group Holdings

Cetera Investment Advisers

Kestra Advisory Services

D. J. St. Germain

Raymond James & Associates

Jane Street

Flow Traders US

Private Advisor

View all funds holding Capital Group Core Balanced

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