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
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)
Apple (AAPL)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Palantir Technologies Cl A (PLTR)
JPMorgan Chase & Co. (JPM)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded Intermediate Dur (FIIG)
First Tr Exch Traded Fd Iii Merger Arbitra (MARB)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Amazon (AMZN)
First Tr Exchange Traded Nasdq Cln Edge (GRID)
Wal-Mart Stores (WMT)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)

View all positions for Owen LaRue

Top funds holding Capital Group Core Balanced

LPL Financial
Envestnet Asset Management
Advance Capital Management
Morgan Stanley
Wealth Enhancement Advisory Services
Royal Bank of Canada
Cambridge Investment Research Advisors
Commonwealth Equity Services
Cetera Investment Advisers
Raymond James Financial
Kestra Advisory Services
Advisor Group Holdings
D. J. St. Germain
Mml Investors Services
Mariner Wealth Advisors

View all funds holding Capital Group Core Balanced