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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
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

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Microsoft Corporation (MSFT)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Small Cp Etf (VB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Koshinski Asset Management

Top funds holding Capital Group Core Balanced

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Cambridge Investment Research Advisors
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Raymond James Financial
Kestra Advisory Services
Advisor Group Holdings
D. J. St. Germain
Raymond James & Associates
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