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Capital Group Core Balanced shares owned by Old North State Wealth Management

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

Historical chart of Old North State 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 Old North State 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 Old North State Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $723k 19k 37.96

More positions owned by Old North State Wealth Management

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Corning Incorporated (GLW)
Boeing Company (BA)
NVIDIA Corporation (NVDA)
M/I Homes (MHO)
Amazon (AMZN)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Stanley Black & Decker (SWK)
Lyondellbasell Industries Nv Shs - A - (LYB)
Energy Transfer Com Ut Ltd Ptn (ET)
Becton, Dickinson and (BDX)
Biogen Idec (BIIB)
Veeva Sys Cl A Com (VEEV)
Enbridge (ENB)

View all positions for Old North State Wealth Management

Top funds holding Capital Group Core Balanced

LPL Financial
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Morgan Stanley
Cetera Investment Advisers
Forge Financial Services
Raymond James Financial
Commonwealth Equity Services
Advisor Group Holdings
Royal Bank of Canada
Cambridge Investment Research Advisors
CWM
Jones Financial Companies, L.L
Aprio Wealth Management

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