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Capital Group Core Balanced shares owned by Vantus Wealth

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

Historical chart of Vantus Wealth investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by Vantus Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $785k 22k 35.33

More positions owned by Vantus Wealth

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Amazon (AMZN)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Meta Platforms Cl A (META)

View all positions for Vantus Wealth

Top funds holding Capital Group Core Balanced

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

View all funds holding Capital Group Core Balanced