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Capital Group Core Balanced shares owned by Tyler-Stone Wealth Management

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

Historical chart of Tyler-Stone 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 Tyler-Stone 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 Tyler-Stone Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $318k 10k 31.05

More positions owned by Tyler-Stone Wealth Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Core S&p500 Etf (IVV)
Parker-Hannifin Corporation (PH)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Ishares Tr Msci Usa Min Vol (USMV)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
Blackstone Group Inc Com Cl A (BX)
Palantir Technologies Cl A (PLTR)

View all positions for Tyler-Stone Wealth Management

Top funds holding Capital Group Core Balanced

LPL Financial
Advance Capital Management
Envestnet Asset Management
Royal Bank of Canada
Cambridge Investment Research Advisors
Commonwealth Equity Services
Advisor Group Holdings
Morgan Stanley
Kestra Advisory Services
Wealth Enhancement Advisory Services
Raymond James & Associates
D. J. St. Germain
Cetera Investment Advisers
Jane Street
Flow Traders US

View all funds holding Capital Group Core Balanced