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Capital Group Core Balanced shares owned by SFG Wealth Management

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

Historical chart of SFG Wealth 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 SFG Wealth 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 SFG Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $801k 23k 34.72
2025-03-31 $435k 14k 30.98

More positions owned by SFG Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Spdr Series Trust S&P 400 MDCP GRW (MDYG)
Spdr Series Trust Portfoli S&p1500 (SPTM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vaneck Merk Gold Etf Gold Shs (OUNZ)
Simplify Exchange Traded Fun Simplify Us Eqt (SPBC)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Goldman Sachs Etf Tr Ultra Short Bond (GSST)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Spdr Series Trust Nyse Tech Etf (XNTK)
Ishares Tr Core S&p Ttl Stk (ITOT)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Apple (AAPL)
The Alger Etf Trust Ai Enablers Adop (ALAI)

View all positions for SFG Wealth Management

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