Lodestone Wealth Management LLC Has $308,000 Position in Capital Group Core Balanced ETF (NYSEARCA:CGBL)

Lodestone Wealth Management LLC boosted its stake in shares of Capital Group Core Balanced ETF (NYSEARCA:CGBL) by 5.9% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 9,858 shares of the company’s stock after buying an additional 549 shares during the quarter. Lodestone Wealth Management LLC owned approximately 0.07% of Capital Group Core Balanced ETF worth $308,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently bought and sold shares of CGBL. Hobbs Group Advisors LLC lifted its stake in shares of 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 valued at $100,000 after purchasing an additional 2,317 shares during the period. Thurston Springer Miller Herd & Titak Inc. lifted its stake in shares of Capital Group Core Balanced ETF by 39.8% in the 4th quarter. Thurston Springer Miller Herd & Titak Inc. now owns 3,382 shares of the company’s stock valued at $106,000 after purchasing an additional 962 shares during the period. Ashton Thomas Securities LLC acquired a new position in shares of Capital Group Core Balanced ETF in the 3rd quarter valued at about $141,000. Tudor Financial Inc. acquired a new position in shares of Capital Group Core Balanced ETF in the 4th quarter valued at about $202,000. Finally, Private Trust Co. NA lifted its stake in shares of 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 valued at $205,000 after purchasing an additional 1,441 shares during the period.

Capital Group Core Balanced ETF Price Performance

Shares of NYSEARCA:CGBL opened at $32.48 on Friday. The business’s 50-day moving average is $31.83 and its 200-day moving average is $31.24. Capital Group Core Balanced ETF has a 1 year low of $27.87 and a 1 year high of $32.65.

About Capital Group Core Balanced ETF

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.