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Capital Group Core Balanced shares owned by Transcendent Capital Group

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

Historical chart of Transcendent Capital 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 Transcendent Capital 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 Transcendent Capital Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $360k 10k 34.72
2025-06-30 $287k 8.6k 33.44
2025-03-31 $299k 9.7k 30.98
2024-12-31 $233k 7.4k 31.27
2024-09-30 $196k 6.3k 31.05
2024-06-30 $188k 6.3k 29.73
2024-03-31 $184k 6.3k 29.11

More positions owned by Transcendent Capital Group

Allianzim Buffer 15 Uncapped Allocation Etf Allianzim Buf 15 (SPBU)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Trust Etf Iv First Trust Enhanced Short First Tr Enh New (FTSM)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Grwt Etf S&p 500 Grwt Etf (IVW)
Spdr Portfolio S&p 500 Etf Portfolio S&p500 (SPLG)
NVIDIA Corporation (NVDA)
Capital Group Core Equity Etf Shs Creation Unit Shs Creation Uni (CGUS)
Vanguard Large-cap Etf Large Cap Etf (VV)
Ishares Tr Core S&p Scp Etf Core S&p Scp Etf (IJR)
Ishares Tr Russell 2000 Etf Russell 2000 Etf (IWM)
Invesco S&p 500 Top 50 Etf S&p 500 Top 50 (XLG)

View all positions for Transcendent Capital Group

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