PCG Wealth Advisors, LLC CGBL Holdings History
PCG Wealth Advisors, LLC's Capital Group Core Balanced ETF Holding Summary
As of 2025-03-31, PCG Wealth Advisors, LLC held 131,456.00 shares of Capital Group Core Balanced ETF(CGBL), totaling $4.07 Mil. This investment constitutes 1.42% of their stock portfolio, and PCG Wealth Advisors, LLC now holds 0.21% of the outstanding Capital Group Core Balanced ETF(CGBL) stock.
The initial trade took place in 2024Q4. And since then PCG Wealth Advisors, LLC has made 2 purchases of CGBL, at an average price of $31.71, for a total of 131,456.00 shares. Based on historical transaction data and CGBL's current price of $33.74, PCG Wealth Advisors, LLC's estimated gain on his CGBL holdings is $267,435.53, reflecting a 6.42% gain to date.
PCG Wealth Advisors, LLC CGBL ($33.74) Holding Chart
PCG Wealth Advisors, LLC CGBL ($33.74) 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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