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Capital Group Core Balanced shares owned by Wealth Management Associates

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

Historical chart of Wealth Management Associates investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by Wealth Management Associates

Quarter filed Position value Share count Share price at filing
2026-03-31 $222k 6.5k 34.41

More positions owned by Wealth Management Associates

Apple (AAPL)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Select Divid Etf (DVY)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Palantir Technologies Cl A (PLTR)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Intl Sel Div Etf (IDV)
Ishares Tr Core S&p Ttl Stk (ITOT)
First Tr Exchange Traded Nasd Tech Div (TDIV)
Kinder Morgan (KMI)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Wealth Management Associates

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