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Capital Group Core Balanced shares owned by Onyx Bridge Wealth Group

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

Historical chart of Onyx Bridge Wealth 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 Onyx Bridge Wealth 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 Onyx Bridge Wealth Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $905k 26k 34.72
2025-06-30 $210k 6.3k 33.44

More positions owned by Onyx Bridge Wealth Group

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Wisdomtree Tr Wisdomtree Us Va (WTV)
Vanguard Index Fds Growth Etf (VUG)
Capital Group Dividend Value Shs Creation Uni (CGDV)
NVIDIA Corporation (NVDA)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Specialized Funds Div App Etf (VIG)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Financial (XLF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Short Treas Bd (SHV)
Capital Group Dividend Growe Shs Etf (CGDG)
Select Sector Spdr Tr Communication (XLC)

View all positions for Onyx Bridge Wealth 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