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
2024-06-30 $4.1M 138k 29.73
2024-03-31 $2.8M 97k 29.11

More positions owned by Rockport Wealth

Invesco Qqq Tr Unit Ser 1
Select Sector Spdr Tr Sbi Healthcare (XLV)
Intuitive Surgical Com New (ISRG)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Ishares Tr U.s. Pharma Etf (IHE)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Microsoft Corporation (MSFT)
Capital Group Core Balanced SHS (CGBL)
Proshares Tr S&p 500 Dv Arist (NOBL)
Spdr Ser Tr Hlth Care Svcs (XHS)
Wisdomtree Tr Us Largecap Divd (DLN)
Starboard Invt Tr Adaptive Hdgd Mu (AMAX)
Ishares Tr Rus Tp200 Gr Etf (IWY)

View all positions for Rockport Wealth

Top funds holding Capital Group Core Balanced

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

View all funds holding Capital Group Core Balanced