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Capital Group Core Balanced shares owned by Lodestone Wealth Management

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

Historical chart of Lodestone 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 Lodestone 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 Lodestone Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $289k 9.3k 31.05
2024-06-30 $219k 7.4k 29.73
2024-03-31 $208k 7.1k 29.11

More positions owned by Lodestone Wealth Management

Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Microsoft Corporation (MSFT)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Vanguard Index Fds Value Etf (VTV)
Amgen (AMGN)
JPMorgan Chase & Co. (JPM)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Lennar Corp Cl A (LEN)
American Express Company (AXP)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
D.R. Horton (DHI)
Merck & Co (MRK)

View all positions for Lodestone Wealth Management

Top funds holding Capital Group Core Balanced

LPL Financial
Advance Capital Management
Envestnet Asset Management
Royal Bank of Canada
Cambridge Investment Research Advisors
Commonwealth Equity Services
Advisor Group Holdings
Morgan Stanley
Kestra Advisory Services
Wealth Enhancement Advisory Services
Raymond James & Associates
D. J. St. Germain
Cetera Investment Advisers
Jane Street
Flow Traders US

View all funds holding Capital Group Core Balanced