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Capital Group Core Balanced shares owned by Venture Visionary Partners

Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Venture Visionary Partners from 13F filings

Historical chart of Venture Visionary Partners investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by Venture Visionary Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 37k 29.11
2023-12-31 $642k 24k 27.34

More positions owned by Venture Visionary Partners

Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
JPMorgan Chase & Co. (JPM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Amazon (AMZN)
Ishares Tr Ibonds Dec 2031 (IBDW)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Venture Visionary Partners

Top funds holding Capital Group Core Balanced

Advance Capital Management
Commonwealth Equity Services
Advisor Group Holdings
Cambridge Investment Research Advisors
LPL Financial
Sunbelt Securities
Wealth Enhancement Advisory Services
D.A. Davidson & Co.
Kestra Advisory Services
Royal Bank of Canada
J Arnold Wealth Management
Rockport Wealth
Mariner Wealth Advisors
Envestnet Asset Management
HighTower Advisors

View all funds holding Capital Group Core Balanced