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Capital Group Core Balanced shares owned by Sagespring Wealth Partners

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

Historical chart of Sagespring Wealth Partners investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by Sagespring Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.2M 122k 34.72
2025-06-30 $4.0M 119k 33.44
2024-12-31 $1.1M 34k 31.27

More positions owned by Sagespring Wealth Partners

Fidelity Covington Trust Blue Chip Grwth (FBCG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Trimtabs Etf Tr Fcf Us Qlty Etf (ABFL)
Tcw Transform Etf Trust Transform System (PWRD)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Core Us Aggbd Et (AGG)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Sagespring Wealth Partners

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