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Capital Group Core Balanced shares owned by Mascagni Wealth Management

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

Historical chart of Mascagni 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 Mascagni 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 Mascagni Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4M 69k 34.72
2025-06-30 $2.2M 67k 33.44
2025-03-31 $1.8M 56k 31.27
2024-12-31 $2.4M 77k 30.98

More positions owned by Mascagni Wealth Management

Ishares Convertible Bond Etf Etf (ICVT)
Nvidia Corp Stock (NVDA)
Invesco S&p Midcap Quality Etf Etf (XMHQ)
Apple Stock (AAPL)
Ishares High Yield Bond Etf Etf (HYDB)
Capital Group Dividend Value Etf Etf (CGDV)
Microsoft Corp Stock (MSFT)
Invesco S&p 500 Momentum Etf Etf (SPMO)
Fidelity Total Bond Idx Etf Etf (FBND)
Meta Platforms Inc Cl A Stock (META)
Capital Group Core Balanced Etf Etf (CGBL)
Capital Group U.s. Multi-sector Income Etf Etf (CGMS)
Spdr S&p 500 Growth Etf Etf (SPYG)
Invesco S&p Smallcap Momentum Etf Etf (XSMO)
Palantir Technologies Inc Cl A Stock (PLTR)

View all positions for Mascagni Wealth 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