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Capital Group Core Balanced shares owned by Kiley Juergens Wealth Management

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

Historical chart of Kiley Juergens 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 Kiley Juergens 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 Kiley Juergens Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $627k 18k 34.72
2025-06-30 $504k 15k 33.44
2025-03-31 $352k 11k 30.98

More positions owned by Kiley Juergens Wealth Management

Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Costco Wholesale Corporation (COST)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Morningstar Grwt (ILCG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Starbucks Corporation (SBUX)
Caterpillar (CAT)
Ishares Tr Morningstar Valu (ILCV)
Tesla Motors (TSLA)

View all positions for Kiley Juergens Wealth Management

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