Number of Shares
287,133.00
Current Holdings Value*
$9.60 Mil
% of Portfolio
8%
Total Estimate Gain
$617,147.79
% of Total Estimate Gain
6.67%

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 $33.89, Hartmann Taylor Wealth Management, LLC's estimated gain on his CGBL holdings is $617,147.79, reflecting a 6.67% gain to date.

Hartmann Taylor Wealth Management, LLC CGBL ($33.89) Holding Chart

Hartmann Taylor Wealth Management, LLC 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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