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Capital Group Core Balanced shares owned by StrongBox Wealth

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

Historical chart of StrongBox 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 StrongBox Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Core Balanced by StrongBox Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5M 71k 34.72
2025-06-30 $2.2M 67k 33.44

More positions owned by StrongBox Wealth

J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core S&p Mcp Etf (IJH)
Capital Group International SHS (CGIE)
Broadcom (AVGO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Alphabet Cap Stk Cl A (GOOGL)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Eaton Corp SHS (ETN)
JPMorgan Chase & Co. (JPM)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Visa Com Cl A (V)

View all positions for StrongBox Wealth

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