Medallion Wealth Advisors »

Capital Group Core Balanced shares owned by Medallion Wealth Advisors

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

Historical chart of Medallion 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 Medallion Wealth Advisors 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 Medallion Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $450k 12k 37.96
2026-03-31 $21k 600 34.41
2025-12-31 $21k 600 35.33
2025-09-30 $21k 600 34.72
2025-06-30 $20k 600 33.38

More positions owned by Medallion Wealth Advisors

Janus Detroit Str Tr Henderson Mtg (JMBS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Spdr Series Trust ST STR PR SP1500 (SPTM)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Wellington Us Quality (VFQY)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Apple (AAPL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)
Dimensional Etf Trust Us Larg Vect Etf (DFVX)

View all positions for Medallion Wealth Advisors

Top funds holding Capital Group Core Balanced

LPL Financial
Advance Capital Management
Wells Fargo & Company
Envestnet Asset Management
Raymond James Financial
Morgan Stanley
Cetera Investment Advisers
Forge Financial Services
Advisor Group Holdings
Commonwealth Equity Services
Cambridge Investment Research Advisors
Royal Bank of Canada
Jones Financial Companies, L.L
CWM
Kestra Advisory Services

View all funds holding Capital Group Core Balanced