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Capital Group Core Balanced shares owned by Westside Investment Management

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

Historical chart of Westside Investment Management investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by Westside Investment Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $796k 27k 29.11

More positions owned by Westside Investment Management

Apple (AAPL)
Vanguard High Etf (VYM)
Vanguard Total Etf (VTI)
Invesco Qqq Etf (QQQ)
Uber Technologies (UBER)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Core Etf (IEFA)
Jpmorgan Etf (JPST)
Ishares Core Etf (AGG)
Facebook Inc cl a (META)
Vanguard Consumer Etf (VCR)
Alphabet Inc Class A cs (GOOGL)
Vanguard Dividend Etf (VIG)
Pimco Ehnanced Etf (MINT)

View all positions for Westside Investment Management

Top funds holding Capital Group Core Balanced

Advance Capital Management
Commonwealth Equity Services
Cambridge Investment Research Advisors
Advisor Group Holdings
Sunbelt Securities
Wealth Enhancement Advisory Services
Kestra Advisory Services
J Arnold Wealth Management
HighTower Advisors
Founders Financial Securities
Taylor Financial Group
Advisory Services Network
Confluence Wealth Services
Benjamin F. Edwards & Company
AA Financial Advisors

View all funds holding Capital Group Core Balanced