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Capital Group Core Balanced shares owned by ICA Group Wealth Management

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

Historical chart of ICA Group 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 ICA Group Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Core Balanced by ICA Group Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $48k 1.6k 29.11
2023-12-31 $19k 690 27.34

More positions owned by ICA Group Wealth Management

Invesco Qqq MF Closed and MF Open (QQQ)
First Trust MF Closed and MF Open (FDL)
SPDR S&P MF Closed and MF Open (VLU)
Invesco S&p MF Closed and MF Open (XMHQ)
Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (IVV)
First Trust MF Closed and MF Open (FVD)
SPDR S&P MF Closed and MF Open (SPY)
Vanguard Value MF Closed and MF Open (VTV)
Nvidia Corp Common Stock (NVDA)
Vanguard Information MF Closed and MF Open (VGT)
First Trust MF Closed and MF Open (BUFR)
First Trust MF Closed and MF Open (RDVY)
First Trust MF Closed and MF Open (FTCS)
Microsoft Corp Common Stock (MSFT)

View all positions for ICA Group Wealth Management

Top funds holding Capital Group Core Balanced

Advance Capital Management
Commonwealth Equity Services
Advisor Group Holdings
Cambridge Investment Research Advisors
LPL Financial
Sunbelt Securities
Wealth Enhancement Advisory Services
D.A. Davidson & Co.
Kestra Advisory Services
Royal Bank of Canada
J Arnold Wealth Management
Rockport Wealth
Mariner Wealth Advisors
Envestnet Asset Management
HighTower Advisors

View all funds holding Capital Group Core Balanced