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Capital Group Core Balanced shares owned by NWF Advisory Services

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

Historical chart of NWF Advisory Services investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by NWF Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 35k 34.72
2025-03-31 $552k 18k 30.98

More positions owned by NWF Advisory Services

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Select Sector Spdr Tr Technology (XLK)
Apple (AAPL)
Spdr Series Trust S&p Divid Etf (SDY)
Alibaba Group Hldg Sponsored Ads (BABA)
Alphabet Cap Stk Cl C (GOOG)
Costco Wholesale Corporation (COST)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Micron Technology (MU)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for NWF Advisory Services

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