Walkner Condon Financial Advisors »

Capital Group Core Balanced shares owned by Walkner Condon Financial Advisors

Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Walkner Condon Financial Advisors from 13F filings

Historical chart of Walkner Condon Financial Advisors investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Core Balanced held by Walkner Condon Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital Group Core Balanced by Walkner Condon Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $397k 11k 34.72

More positions owned by Walkner Condon Financial Advisors

Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
First Tr Exchange-traded Lng Dur Oprtun (LGOV)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
First Tr Exchange-traded Cap Strength Etf (FTCS)
American Centy Etf Tr Avantis Emgmkt (AVEM)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)

View all positions for Walkner Condon Financial Advisors

Top funds holding Capital Group Core Balanced

LPL Financial
Advance Capital Management
Envestnet Asset Management
Cetera Investment Advisers
Raymond James Financial
CWM
Advisor Group Holdings
Commonwealth Equity Services
Wealth Enhancement Advisory Services
Cambridge Investment Research Advisors
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