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Capital Group Core Balanced shares owned by Prosperity Wealth Management

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

Historical chart of Prosperity 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 Prosperity 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 Prosperity Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $260k 7.4k 35.33

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View all positions for Prosperity Wealth Management

Top funds holding Capital Group Core Balanced

LPL Financial
Advance Capital Management
Envestnet Asset Management
Wells Fargo & Company
Cetera Investment Advisers
Commonwealth Equity Services
Advisor Group Holdings
Raymond James Financial
Cambridge Investment Research Advisors
CWM
Aprio Wealth Management
Jones Financial Companies, L.L
Kestra Advisory Services
J. Derek Lewis & Associates
Stifel Financial

View all funds holding Capital Group Core Balanced