Owen LaRue »

Capital Group Core Balanced shares owned by Owen LaRue

Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Owen LaRue from 13F filings

Historical chart of Owen LaRue investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by Owen LaRue

Quarter filed Position value Share count Share price at filing
2025-09-30 $686k 20k 34.72
2025-06-30 $750k 22k 33.44
2025-03-31 $1.4M 44k 30.98
2024-12-31 $2.0M 63k 31.27
2024-09-30 $958k 31k 31.05

More positions owned by Owen LaRue

Ishares Tr 0-3 Mnth Treasry (SGOV)
Palantir Technologies Cl A (PLTR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Microsoft Corporation (MSFT)
First Tr Exchange-traded Intermediate Dur (FIIG)
First Tr Exchange Traded Nasdq Cln Edge (GRID)
Ionq Inc Pipe (IONQ)
First Tr Exch Traded Fd Iii Merger Arbitra (MARB)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
DNP Select Income Fund (DNP)

View all positions for Owen LaRue

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