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Capital Group Core Balanced shares owned by Nicholson Wealth Management Group

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

Historical chart of Nicholson Wealth Management Group investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $222k 6.4k 34.72
2025-06-30 $214k 6.4k 33.44

More positions owned by Nicholson Wealth Management Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Perspective Therapeutics Com New (CATX)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
United Bankshares (UBSI)
Broadcom (AVGO)
Procter & Gamble Company (PG)
AmerisourceBergen (COR)
General Dynamics Corporation (GD)
Pepsi (PEP)
Home Depot (HD)
L3harris Technologies (LHX)
Johnson & Johnson (JNJ)
Wal-Mart Stores (WMT)

View all positions for Nicholson Wealth Management Group

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