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Capital Group Core Balanced shares owned by Mariner Wealth Advisors

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

Historical chart of Mariner Wealth Advisors investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Core Balanced held by Mariner Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Core Balanced by Mariner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.5M 209k 31.05
2024-06-30 $4.2M 142k 29.73
2024-03-31 $2.8M 96k 29.11

More positions owned by Mariner Wealth Advisors

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Growth Etf (VUG)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Broadcom (AVGO)

View all positions for Mariner Wealth Advisors

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