Challenger Wealth Management CGBL Holdings History
Challenger Wealth Management's Capital Group Core Balanced ETF Holding Summary
As of 2025-03-31, Challenger Wealth Management held 116,326.00 shares of Capital Group Core Balanced ETF(CGBL), totaling $3.60 Mil. This investment constitutes 2.86% of their stock portfolio, and Challenger Wealth Management now holds 0.18% of the outstanding Capital Group Core Balanced ETF(CGBL) stock.
The initial trade took place in 2024Q4. And since then Challenger Wealth Management has made 1 purchases of CGBL, at an average price of $31.59, for a total of 116,326.00 shares. Based on historical transaction data and CGBL's current price of $33.85, Challenger Wealth Management's estimated gain on his CGBL holdings is $263,429.16, reflecting a 7.17% gain to date.
Challenger Wealth Management CGBL ($33.85) Holding Chart
Challenger Wealth Management CGBL ($33.85) 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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