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WealthCare Investment Partners »

Capital Group Core Balanced shares owned by WealthCare Investment Partners

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

Historical chart of WealthCare Investment 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 WealthCare Investment 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 WealthCare Investment Partners

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$5.2M	147k	35.55

More positions owned by WealthCare Investment Partners

Invesco Qqq Tr Unit Ser 1 (QQQ)

First Tr Exchange-traded SHS (FVD)

Capital Group Growth Etf Shs Creation Uni (CGGR)

Ishares Tr Us Aer Def Etf (ITA)

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)

Ishares Gold Tr Ishares New (IAU)

Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)

Fidelity Merrimack Str Tr Total Bd Etf (FBND)

Capital Group Dividend Value Shs Creation Uni (CGDV)

Vanguard Index Fds S&p 500 Etf Shs (VOO)

Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)

Schwab Strategic Tr Fundamental Intl (FNDF)

Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM)

Select Sector Spdr Tr State Street Com (XLC)

Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)

View all positions for WealthCare Investment Partners

Top funds holding Capital Group Core Balanced

Advance Capital Management

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Cetera Investment Advisers

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Advisor Group Holdings

Commonwealth Equity Services

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Cambridge Investment Research Advisors

Royal Bank of Canada

Wells Fargo & Company

Kestra Advisory Services

Jones Financial Companies, L.L

Mml Investors Services

View all funds holding Capital Group Core Balanced

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