Hartmann Taylor Wealth Management, LLC CGBL Holdings History
Hartmann Taylor Wealth Management, LLC's Capital Group Core Balanced ETF Holding Summary
As of 2025-06-30, Hartmann Taylor Wealth Management, LLC held 287,133.00 shares of Capital Group Core Balanced ETF(CGBL), totaling $9.60 Mil. This investment constitutes 8% of their stock portfolio, and Hartmann Taylor Wealth Management, LLC now holds 0.38% of the outstanding Capital Group Core Balanced ETF(CGBL) stock.
The initial trade took place in 2025Q1. In addition, there have been 1 sales at an average price of $31.53 for 4,451.00 shares. Based on historical transaction data and CGBL's current price of $33.94, Hartmann Taylor Wealth Management, LLC's estimated gain on his CGBL holdings is $630,757.89, reflecting a 6.82% gain to date.
Hartmann Taylor Wealth Management, LLC CGBL ($33.94) Holding Chart
Hartmann Taylor Wealth Management, LLC CGBL ($33.94) 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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