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Capital Group Core Balanced shares owned by Mpwm Advisory Solutions

Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Mpwm Advisory Solutions from 13F filings

Historical chart of Mpwm Advisory Solutions investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Core Balanced held by Mpwm Advisory Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Core Balanced by Mpwm Advisory Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $18k 504 34.72
2025-06-30 $15k 444 33.44
2025-03-31 $14k 436 30.98

More positions owned by Mpwm Advisory Solutions

SPDR S&P MF Closed and MF Open (SPY)
Spdr Portfolio MF Closed and MF Open (SPTM)
Invesco Qqq MF Closed and MF Open (QQQ)
Spdr Portfolio MF Closed and MF Open (SPTL)
Invesco Nasdaq MF Closed and MF Open (QQQM)
Innovator Equity MF Closed and MF Open (SFLR)
Industrial Select MF Closed and MF Open (XLI)
Dimensional Us MF Closed and MF Open (DFUS)
Ishares Russell MF Closed and MF Open (IWM)
Victoryshares Us MF Closed and MF Open (CDL)
Ishares Msci MF Closed and MF Open (INDA)
First Trust MF Closed and MF Open (BUFQ)
Vaneck Clo MF Closed and MF Open (CLOI)
Ishares Treasury MF Closed and MF Open (TFLO)
First Trust MF Closed and MF Open (SDVY)

View all positions for Mpwm Advisory Solutions

Top funds holding Capital Group Core Balanced

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CWM
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Royal Bank of Canada
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View all funds holding Capital Group Core Balanced