Kestra Private Wealth Services LLC increased its stake in shares of Capital Group Core Balanced ETF (NYSEARCA:CGBL – Free Report) by 68.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 190,043 shares of the company’s stock after acquiring an additional 77,360 shares during the quarter. Kestra Private Wealth Services LLC’s holdings in Capital Group Core Balanced ETF were worth $5,943,000 at the end of the most recent quarter.
Several other institutional investors also recently bought and sold shares of CGBL. Hobbs Group Advisors LLC lifted its stake in Capital Group Core Balanced ETF by 257.4% in the 3rd quarter. Hobbs Group Advisors LLC now owns 3,217 shares of the company’s stock worth $100,000 after purchasing an additional 2,317 shares in the last quarter. Thurston Springer Miller Herd & Titak Inc. lifted its position in shares of Capital Group Core Balanced ETF by 39.8% in the fourth quarter. Thurston Springer Miller Herd & Titak Inc. now owns 3,382 shares of the company’s stock worth $106,000 after buying an additional 962 shares in the last quarter. Ashton Thomas Securities LLC bought a new position in Capital Group Core Balanced ETF during the third quarter valued at approximately $141,000. Tudor Financial Inc. purchased a new position in Capital Group Core Balanced ETF during the 4th quarter valued at approximately $202,000. Finally, Private Trust Co. NA increased its stake in Capital Group Core Balanced ETF by 28.0% in the 3rd quarter. Private Trust Co. NA now owns 6,591 shares of the company’s stock worth $205,000 after acquiring an additional 1,441 shares during the last quarter.
Capital Group Core Balanced ETF Stock Down 0.8 %
Shares of CGBL opened at $32.29 on Monday. The business’s 50 day simple moving average is $31.80 and its 200-day simple moving average is $31.17. Capital Group Core Balanced ETF has a 1 year low of $27.66 and a 1 year high of $32.65.
Capital Group Core Balanced ETF Company Profile
The Capital Group Core Balanced ETF (CGBL) is an exchange-traded fund that mostly invests in target outcome asset allocation. The fund is an actively managed fund-of-funds that offers a balanced approach to total return and capital preservation. The fund employs an active asset allocation strategy to invest in equities, debts, money market instruments, and cash.
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