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Capital Group Core Balanced shares owned by We Are One Seven

Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by We Are One Seven from 13F filings

Historical chart of We Are One Seven investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Core Balanced held by We Are One Seven consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Core Balanced by We Are One Seven

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 33k 34.72
2025-06-30 $1.0M 31k 33.44
2025-03-31 $911k 29k 30.98
2024-12-31 $325k 10k 31.27

More positions owned by We Are One Seven

NVIDIA Corporation (NVDA)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs Put Option (VOO)
Microsoft Corporation (MSFT)
Broadcom Put Option (AVGO)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Value Etf (VTV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Us Aggbd Et (AGG)
Meta Platforms Cl A (META)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Bny Mellon Etf Trust Internationl Eqt (BKIE)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for We Are One Seven

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