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Capital Group Core Balanced shares owned by tru Independence

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

Historical chart of tru Independence investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by tru Independence

Quarter filed Position value Share count Share price at filing
2025-09-30 $385k 11k 34.72
2025-06-30 $280k 8.4k 33.44
2025-03-31 $240k 7.8k 30.98
2024-12-31 $223k 7.1k 31.27
2024-09-30 $220k 7.1k 31.05

More positions owned by tru Independence

Dimensional Etf Trust Us Core Equity 2 (DFAC)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Wisdomtree Tr Us Quality Grow (QGRW)
Apple (AAPL)
General Motors Company (GM)
Bank of America Corporation (BAC)
JPMorgan Chase & Co. (JPM)
Corning Incorporated (GLW)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Microsoft Corporation (MSFT)
Boeing Company (BA)
Allstate Corporation (ALL)

View all positions for tru Independence

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