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

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

View all funds holding Capital Group Core Balanced