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Capital Group Core Balanced shares owned by Wisconsin Wealth Advisors

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

Historical chart of Wisconsin Wealth Advisors investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by Wisconsin Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.2M 34k 35.33
2025-09-30 $989k 29k 34.72

More positions owned by Wisconsin Wealth Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchange-traded SHS (FDL)
Broadcom (AVGO)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Vanguard Index Fds Growth Etf (VUG)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
NVIDIA Corporation (NVDA)
Spdr Gold Tr Gold Shs (GLD)
Pimco Etf Tr Multisector Bd (PYLD)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Vaneck Etf Trust Semiconductr Etf (SMH)

View all positions for Wisconsin Wealth Advisors

Top funds holding Capital Group Core Balanced

LPL Financial
Advance Capital Management
Envestnet Asset Management
Wells Fargo & Company
Cetera Investment Advisers
Commonwealth Equity Services
Advisor Group Holdings
Raymond James Financial
Cambridge Investment Research Advisors
CWM
Wealth Enhancement Advisory Services
Royal Bank of Canada
Aprio Wealth Management
Jones Financial Companies, L.L
Kestra Advisory Services

View all funds holding Capital Group Core Balanced