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Capital Group Core Balanced shares owned by Tempus Wealth Planning

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

Historical chart of Tempus Wealth Planning investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by Tempus Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 37k 29.11

More positions owned by Tempus Wealth Planning

General Electric
Microsoft Corporation (MSFT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Ishares Tr Blackrock Ultra (ICSH)
Apple (AAPL)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Tempus Wealth Planning

Top funds holding Capital Group Core Balanced

Advance Capital Management
Commonwealth Equity Services
Cambridge Investment Research Advisors
Advisor Group Holdings
Sunbelt Securities
Wealth Enhancement Advisory Services
Kestra Advisory Services
J Arnold Wealth Management
Founders Financial Securities
Taylor Financial Group
Confluence Wealth Services
Benjamin F. Edwards & Company
AA Financial Advisors
Advisory Services Network
Acas

View all funds holding Capital Group Core Balanced