Onyx Bridge Wealth Group LLC bought a new position in Capital Group Core Balanced ETF (NYSEARCA:CGBL – Free Report) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm bought 6,280 shares of the company’s stock, valued at approximately $210,000.
Several other large investors have also recently added to or reduced their stakes in CGBL. Opal Wealth Advisors LLC increased its holdings in Capital Group Core Balanced ETF by 106.9% in the 2nd quarter. Opal Wealth Advisors LLC now owns 1,372 shares of the company’s stock valued at $46,000 after purchasing an additional 709 shares in the last quarter. Strategic Investment Solutions Inc. IL acquired a new stake in Capital Group Core Balanced ETF in the 1st quarter valued at $75,000. Allworth Financial LP increased its holdings in Capital Group Core Balanced ETF by 30.5% in the 1st quarter. Allworth Financial LP now owns 4,276 shares of the company’s stock valued at $131,000 after purchasing an additional 1,000 shares in the last quarter. Financial Perspectives Inc increased its holdings in Capital Group Core Balanced ETF by 225.9% in the 2nd quarter. Financial Perspectives Inc now owns 5,821 shares of the company’s stock valued at $195,000 after purchasing an additional 4,035 shares in the last quarter. Finally, Sovran Advisors LLC acquired a new stake in Capital Group Core Balanced ETF in the 1st quarter valued at $201,000.
Capital Group Core Balanced ETF Trading Down 0.3%
Shares of NYSEARCA CGBL opened at $34.84 on Thursday. Capital Group Core Balanced ETF has a 12-month low of $28.22 and a 12-month high of $35.13. The company has a market cap of $3.61 billion, a P/E ratio of 25.37 and a beta of 0.76. The stock has a fifty day moving average price of $34.55 and a 200 day moving average price of $33.05.
Capital Group Core Balanced ETF Increases Dividend
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.
Featured Articles
- Five stocks we like better than Capital Group Core Balanced ETF
- The Top 3 Healthcare Dividend Stocks to Buy and Hold
- Archer’s Recent String of Victories Signals a New Phase of Growth
- 3 Tickers Leading a Meme Stock Revival
- 3 Key Stocks Boosting Buybacks Amid Improving Fundamentals
- 3 Monster Growth Stocks to Buy Now
- The Best AI for Picking Stocks, Ranked by Performance
Want to see what other hedge funds are holding CGBL? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Capital Group Core Balanced ETF (NYSEARCA:CGBL – Free Report).
Receive News & Ratings for Capital Group Core Balanced ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Capital Group Core Balanced ETF and related companies with MarketBeat.com's FREE daily email newsletter.
