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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
2024-12-31 $1.4M 45k 31.27
2024-09-30 $3.9M 125k 31.05
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)
Access Treasury 0-1 Year Etf Etf (GBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Avantis International Equity Etf Etf (AVDE)
Avantis U.s. Equity Etf Etf (AVUS)
Invesco Qqq Trust Series I Etf (QQQ)
Avantis Short-term Fixed Income Etf Etf (AVSF)
Apple Stock (AAPL)
Amazon Stock (AMZN)
Spdr Gold Minishares Trust Etf (GLDM)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
American Century U.s. Quality Growth Etf Etf (QGRO)
Microsoft Corp Stock (MSFT)
Capital Group Growth Etf Etf (CGGR)
First Trust Low Duration Opportunities Etf Etf (LMBS)

View all positions for WR Wealth Planners

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