Rockport Wealth »

Capital Group Core Balanced shares owned by Rockport Wealth

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

Historical chart of Rockport Wealth investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital Group Core Balanced by Rockport Wealth

Quarter filed Position value Share count Share price at filing
2025-03-31 $1.8M 58k 30.98
2024-12-31 $3.1M 98k 31.27
2024-09-30 $279k 9.0k 31.05
2024-06-30 $4.1M 138k 29.73
2024-03-31 $2.8M 97k 29.11

More positions owned by Rockport Wealth

First Tr Exchange-traded SHS (FDL)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Intuitive Surgical Com New (ISRG)
Ea Series Trust Strive Enhanced (BUXX)
Alphabet Cap Stk Cl A (GOOGL)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Apple (AAPL)
Vaneck Etf Trust Uranium And Nucl (NLR)
NVIDIA Corporation (NVDA)
Ishares Tr MRGSTR SM CP GR (ISCG)
Amazon (AMZN)
First Tr Exchange Traded Hlth Care Alph (FXH)
Celestica (CLS)
Netflix (NFLX)

View all positions for Rockport Wealth

Top funds holding Capital Group Core Balanced

LPL Financial
Advance Capital Management
Envestnet Asset Management
Cetera Investment Advisers
Raymond James Financial
CWM
Advisor Group Holdings
Commonwealth Equity Services
Wealth Enhancement Advisory Services
Cambridge Investment Research Advisors
Royal Bank of Canada
Wells Fargo & Company
Kestra Advisory Services
Jones Financial Companies, L.L
Mml Investors Services

View all funds holding Capital Group Core Balanced