William John Sempolinski »

Capital Group Core Balanced shares owned by William John Sempolinski

Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by William John Sempolinski from 13F filings

Historical chart of William John Sempolinski investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Core Balanced held by William John Sempolinski consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Core Balanced by William John Sempolinski

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.5M 44k 34.41
2025-12-31 $1.0M 29k 35.33

More positions owned by William John Sempolinski

NVIDIA Corporation (NVDA)
Apple (AAPL)
T Rowe Price Exchange-traded Ultra Shrt Trm (TBUX)
Ishares Tr 0-3 Mth Treasury (SGOV)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Capital Group Dividend Value Shs Creat Unit (CGDV)
Ishares Tr Us Aer Def Etf (ITA)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Meta Platforms Cl A (META)
Proshares Tr S&p 500 Dv Arist (NOBL)
First Tr Exchange-traded Nasdq Cln Edge (GRID)
Ishares Tr 20 Yr Tr Bd Etf (TLT)

View all positions for William John Sempolinski

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