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Capital Group Core Balanced shares owned by WR Wealth Planners

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

Historical chart of WR Wealth Planners investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by WR Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.7M 126k 29.73
2024-03-31 $3.7M 127k 29.11
2023-12-31 $1.4M 52k 27.34

More positions owned by WR Wealth Planners

Spdr S&p 500 Etf Trust Etf (SPY)
Goldman Sachs Access Treasury 0-1 Year Etf Etf (GBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Avantis U.s. Equity Etf Etf (AVUS)
Avantis International Equity Etf Etf (AVDE)
Invesco Qqq Trust Series I Etf (QQQ)
Capital Group Growth Etf Etf (CGGR)
Avantis Short-term Fixed Income Etf Etf (AVSF)
Apple Stock (AAPL)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Capital Group Dividend Value Etf Etf (CGDV)
Amazon Stock (AMZN)
Spdr Gold Minishares Trust Etf (GLDM)
Microsoft Corp Stock (MSFT)
Avantis U.s. Small Cap Value Etf Etf (AVUV)

View all positions for WR Wealth Planners

Top funds holding Capital Group Core Balanced

Advance Capital Management
LPL Financial
Royal Bank of Canada
Envestnet Asset Management
Capital Research and Management Company - Division 3
Morgan Stanley
Commonwealth Equity Services
Cambridge Investment Research Advisors
Advisor Group Holdings
Wealth Enhancement Advisory Services
Jane Street
Cetera Investment Advisers
D. J. St. Germain
Kestra Advisory Services
Mml Investors Services

View all funds holding Capital Group Core Balanced