KWB Wealth CGBL Holdings History
KWB Wealth's Capital Group Core Balanced ETF Holding Summary
As of 2025-06-30, KWB Wealth held 232,371.00 shares of Capital Group Core Balanced ETF(CGBL), totaling $7.20 Mil. This investment constitutes 0.87% of their stock portfolio, and KWB Wealth now holds 0.31% of the outstanding Capital Group Core Balanced ETF(CGBL) stock.
The initial trade took place in 2024Q4. And since then KWB Wealth has made 3 purchases of CGBL, at an average price of $31.64, for a total of 232,371.00 shares. Based on historical transaction data and CGBL's current price of $33.72, KWB Wealth's estimated gain on his CGBL holdings is $483,351.72, reflecting a 6.57% gain to date.
KWB Wealth CGBL ($33.72) Holding Chart
KWB Wealth CGBL ($33.72) 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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