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Capital Group Core Balanced shares owned by Koshinski Asset Management

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

Historical chart of Koshinski Asset 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 Koshinski Asset 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 Koshinski Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.2M 122k 34.72
2025-06-30 $2.2M 65k 33.44
2025-03-31 $1.9M 62k 30.98
2024-12-31 $1.2M 37k 31.27
2024-09-30 $896k 29k 31.05
2024-06-30 $379k 13k 30.12

More positions owned by Koshinski Asset Management

Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core S&p Ttl Stk (ITOT)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Growth Etf (VUG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Amazon (AMZN)
Broadcom (AVGO)

View all positions for Koshinski Asset 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