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Capital Group Core Balanced shares owned by Rockefeller Capital Management

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

Historical chart of Rockefeller Capital 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 Rockefeller Capital 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 Rockefeller Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 37k 34.72

More positions owned by Rockefeller Capital Management

Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
NVIDIA Corporation (NVDA)
salesforce (CRM)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Tidal Trust Iii Rockefeller Glob (RGEF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Tidal Trust Iii Rockefeller Us S (RSMC)
JPMorgan Chase & Co. (JPM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Rockefeller Capital Management

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