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Capital Group Core Balanced shares owned by Tcfg Wealth Management

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

Historical chart of Tcfg 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 Tcfg 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 Tcfg Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $374k 11k 34.41

More positions owned by Tcfg Wealth Management

Apple (AAPL)
RBB F/m Us Treasury (TBIL)
NVIDIA Corporation (NVDA)
Franco-Nevada Corporation (FNV)
Vaneck Etf Trust Junior Gold Mine (GDXJ)
Amazon (AMZN)
Angel Oak Funds Trust Oak Ultrashort (UYLD)
Agnico (AEM)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ea Series Trust Strive Enhanced (BUXX)
First Tr Exchange-traded Nasdq Cln Edge (GRID)
Microsoft Corporation (MSFT)
Wheaton Precious Metals Corp (WPM)
Alphabet Cap Stk Cl A (GOOGL)
First Tr Exchange Traded Risng Divd Achiv (RDVY)

View all positions for Tcfg Wealth Management

Top funds holding Capital Group Core Balanced

LPL Financial
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Morgan Stanley
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Forge Financial Services
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Advisor Group Holdings
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Royal Bank of Canada
Cambridge Investment Research Advisors
CWM
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Kestra Advisory Services

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