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Capital Group Core Balanced shares owned by Tumwater Wealth Management

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

Historical chart of Tumwater 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 Tumwater 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 Tumwater Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $203k 5.3k 37.96

More positions owned by Tumwater Wealth Management

Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Larg Valu Etf (DFLV)
Vanguard Bd Index Fds Intermed Term (BIV)
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB)
Vanguard Index Fds Large Cap Etf (VV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Chevron Corporation (CVX)
Caterpillar (CAT)
Apple (AAPL)
Schwab Strategic Tr Fundamental Intl (FNDF)
Schwab Strategic Tr Fundamental Intl (FNDC)
Microsoft Corporation (MSFT)

View all positions for Tumwater Wealth Management

Top funds holding Capital Group Core Balanced

LPL Financial
Advance Capital Management
Wells Fargo & Company
Envestnet Asset Management
Raymond James Financial
Morgan Stanley
Cetera Investment Advisers
Forge Financial Services
Advisor Group Holdings
Commonwealth Equity Services
Cambridge Investment Research Advisors
Royal Bank of Canada
Jones Financial Companies, L.L
CWM
Kestra Advisory Services

View all funds holding Capital Group Core Balanced