LongView Wealth Management »

Capital Group Core Balanced shares owned by LongView Wealth Management

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

Historical chart of LongView 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 LongView Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital Group Core Balanced by LongView Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $512k 18k 29.11

More positions owned by LongView Wealth Management

Schwab Strategic Tr Us Dividend Eq (SCHD)
Home Depot (HD)
Apple (AAPL)
Genuine Parts Company (GPC)
Ishares Tr Morningstar Grwt (ILCG)
Vanguard Index Fds Growth Etf (VUG)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Blackrock Ultra (ICSH)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Small Cp Etf (VB)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Msci Intl Qualty (IQLT)

View all positions for LongView Wealth Management

Top funds holding Capital Group Core Balanced

Advance Capital Management
Commonwealth Equity Services
Advisor Group Holdings
Cambridge Investment Research Advisors
LPL Financial
Sunbelt Securities
Wealth Enhancement Advisory Services
D.A. Davidson & Co.
Kestra Advisory Services
Royal Bank of Canada
J Arnold Wealth Management
Rockport Wealth
Mariner Wealth Advisors
Envestnet Asset Management
HighTower Advisors

View all funds holding Capital Group Core Balanced