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Capital Group Core Balanced shares owned by Worth Asset Management

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

Historical chart of Worth Asset 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 Worth Asset 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 Worth Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.0M 173k 34.72
2025-06-30 $5.4M 161k 33.44
2025-03-31 $2.9M 95k 30.98

More positions owned by Worth Asset Management

Ishares Core 60/40 Balanced Allocation Etf Etf (AOR)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Invesco Qqq Trust Series I Etf (QQQ)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)
Capital Group Core Balanced Etf Etf (CGBL)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Invesco Nasdaq 100 Etf Etf (QQQM)
Vanguard Growth Etf Etf (VUG)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Vanguard Mega Cap Growth Etf Etf (MGK)
Apple Stock (AAPL)
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)
Pgim Ultra Short Bond Etf Etf (PULS)

View all positions for Worth Asset Management

Top funds holding Capital Group Core Balanced

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

View all funds holding Capital Group Core Balanced