Capital Management Associates, Inc CGBL Holdings History
Capital Management Associates, Inc's Capital Group Core Balanced ETF Holding Summary
As of 2025-06-30, Capital Management Associates, Inc held 186,189.00 shares of Capital Group Core Balanced ETF(CGBL), totaling $6.23 Mil. This investment constitutes 1.97% of their stock portfolio, and Capital Management Associates, Inc now holds 0.23% of the outstanding Capital Group Core Balanced ETF(CGBL) stock.
The initial trade took place in 2024Q3. And since then Capital Management Associates, Inc has made 3 purchases of CGBL, at an average price of $31.51, for a total of 312,794.00 shares. In addition, there have been 1 sales at an average price of $31.53 for 126,605.00 shares. Based on historical transaction data and CGBL's current price of $33.89, Capital Management Associates, Inc's estimated gain on his CGBL holdings is $444,107.87, reflecting a 4.51% gain to date.
Capital Management Associates, Inc CGBL ($33.89) Holding Chart
Capital Management Associates, Inc CGBL ($33.89) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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