AdvisorNet Financial Inc grew its stake in shares of Capital Group Core Balanced ETF (NYSEARCA:CGBL – Free Report) by 380.5% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 15,343 shares of the company’s stock after purchasing an additional 12,150 shares during the quarter. AdvisorNet Financial Inc owned 0.11% of Capital Group Core Balanced ETF worth $480,000 at the end of the most recent quarter.
Several other institutional investors and hedge funds also recently modified their holdings of the stock. Bleakley Financial Group LLC boosted its holdings in Capital Group Core Balanced ETF by 21.5% in the 3rd quarter. Bleakley Financial Group LLC now owns 20,654 shares of the company’s stock worth $641,000 after acquiring an additional 3,652 shares during the period. ST Germain D J Co. Inc. boosted its stake in shares of Capital Group Core Balanced ETF by 22.3% in the fourth quarter. ST Germain D J Co. Inc. now owns 573,172 shares of the company’s stock valued at $17,923,000 after purchasing an additional 104,540 shares during the period. AA Financial Advisors LLC grew its holdings in Capital Group Core Balanced ETF by 15.4% during the 3rd quarter. AA Financial Advisors LLC now owns 58,758 shares of the company’s stock valued at $1,824,000 after purchasing an additional 7,830 shares in the last quarter. Lodestone Wealth Management LLC increased its stake in Capital Group Core Balanced ETF by 26.5% during the 3rd quarter. Lodestone Wealth Management LLC now owns 9,309 shares of the company’s stock worth $289,000 after buying an additional 1,951 shares during the period. Finally, Tempus Wealth Planning LLC grew its stake in shares of Capital Group Core Balanced ETF by 32.0% during the third quarter. Tempus Wealth Planning LLC now owns 91,191 shares of the company’s stock valued at $2,831,000 after acquiring an additional 22,120 shares in the last quarter.
Capital Group Core Balanced ETF Stock Performance
Shares of NYSEARCA CGBL opened at $31.45 on Thursday. Capital Group Core Balanced ETF has a fifty-two week low of $26.96 and a fifty-two week high of $32.48. The business has a 50 day moving average price of $31.67 and a two-hundred day moving average price of $30.95.
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.
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