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Capital Group Core Balanced shares owned by Spinnaker Investment Group

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

Historical chart of Spinnaker Investment Group investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by Spinnaker Investment Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $509k 14k 35.33
2025-09-30 $465k 13k 34.72
2025-06-30 $419k 13k 33.44

More positions owned by Spinnaker Investment Group

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ssga Active Tr State Street Dou (STOT)
Microsoft Corporation (MSFT)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Apple (AAPL)
Broadcom (AVGO)
RBB Us Treas 3 Mnth (TBIL)
RBB Us Trsry 6 Mnth (XBIL)

View all positions for Spinnaker Investment Group

Top funds holding Capital Group Core Balanced

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

View all funds holding Capital Group Core Balanced