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Capital Group Core Balanced shares owned by Stratos Wealth Partners

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

Historical chart of Stratos 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 Stratos 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 Stratos Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.5M 186k 34.72
2025-06-30 $2.8M 83k 33.44
2025-03-31 $763k 25k 30.98
2024-12-31 $861k 28k 31.27
2024-09-30 $262k 8.4k 31.05

More positions owned by Stratos Wealth Partners

Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Whitehall Fds High Div Yld (VYM)
Meta Platforms Cl A (META)
Vanguard Index Fds Total Stk Mkt (VTI)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Stratos 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