LongView Wealth Management CGBL Holdings History
LongView Wealth Management's Capital Group Core Balanced ETF Holding Summary
As of 2025-06-30, LongView Wealth Management held 158,837.00 shares of Capital Group Core Balanced ETF(CGBL), totaling $5.31 Mil. This investment constitutes 1.61% of their stock portfolio, and LongView Wealth Management now holds 0.21% of the outstanding Capital Group Core Balanced ETF(CGBL) stock.
The initial trade took place in 2024Q1. And since then LongView Wealth Management has made 6 purchases of CGBL, at an average price of $30.68, for a total of 158,837.00 shares. Based on historical transaction data and CGBL's current price of $33.72, LongView Wealth Management's estimated gain on his CGBL holdings is $483,655.72, reflecting a 9.93% gain to date.
LongView Wealth Management CGBL ($33.72) Holding Chart
LongView Wealth Management 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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