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Capital Group Core Balanced shares owned by Independent Wealth Network

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

Historical chart of Independent Wealth Network investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Core Balanced held by Independent Wealth Network consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Core Balanced by Independent Wealth Network

Quarter filed Position value Share count Share price at filing
2025-09-30 $993k 29k 34.72
2025-06-30 $836k 25k 33.44
2025-03-31 $656k 21k 30.98
2024-12-31 $478k 15k 31.27

More positions owned by Independent Wealth Network

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Caterpillar (CAT)
Spdr Series Trust Portfolio S&p500 (SPLG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Msci Acwi Etf (ACWI)
Ishares Tr Core Lt Usdb Etf (ILTB)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Chevron Corporation (CVX)
Dimensional Etf Trust Us Equity Market (DFUS)
Microsoft Corporation (MSFT)
Collaborative Investmnt Ser Rareview Dynamic (RDFI)
Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Silver Tr Ishares (SLV)

View all positions for Independent Wealth Network

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