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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
2025-06-30 $702k 21k 33.44
2025-03-31 $565k 18k 30.98
2024-12-31 $407k 13k 31.27
2024-09-30 $318k 10k 31.05

More positions owned by Tyler-Stone Wealth Management

NVIDIA Corporation (NVDA)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Parker-Hannifin Corporation (PH)
Palantir Technologies Cl A (PLTR)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Neos Etf Trust Nasdaq 100 High (QQQI)
Amazon (AMZN)
Ishares Tr Msci Usa Min Vol (USMV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Tyler-Stone Wealth Management

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