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Capital Group Core Balanced shares owned by WCG Wealth Advisors

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

Historical chart of WCG Wealth 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 WCG Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Core Balanced by WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $3.8M 99k 37.96

More positions owned by WCG Wealth Advisors

Pimco Etf Tr Multisector Bd (PYLD)
NVIDIA Corporation (NVDA)
Spdr Series Trust St Str P500etf (SPYM)
Apple (AAPL)
Dbx Etf Tr Xtra Us Natl Etf (CRTC)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dbx Etf Tr Xtrackrs S&p 500 (SNPE)
Thornburg Etf Tr Multi Sector Bd (TMB)
Spdr Index Shs Fds St Port Mark Etf (SPEM)
Microsoft Corporation (MSFT)

View all positions for WCG Wealth Advisors

Top funds holding Capital Group Core Balanced

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

View all funds holding Capital Group Core Balanced