OakTrust Wealth Advisors LLC acquired a new position in shares of Capital Group Core Balanced ETF (NYSEARCA:CGBL – Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund acquired 27,895 shares of the company’s stock, valued at approximately $986,000. Capital Group Core Balanced ETF makes up approximately 0.9% of OakTrust Wealth Advisors LLC’s investment portfolio, making the stock its 20th largest holding.
Several other large investors have also recently bought and sold shares of the business. CoreCap Advisors LLC boosted its position in Capital Group Core Balanced ETF by 14,657.1% during the 4th quarter. CoreCap Advisors LLC now owns 1,033 shares of the company’s stock worth $36,000 after acquiring an additional 1,026 shares during the period. US Bancorp DE increased its holdings in shares of Capital Group Core Balanced ETF by 204.6% in the 3rd quarter. US Bancorp DE now owns 1,645 shares of the company’s stock valued at $57,000 after purchasing an additional 1,105 shares during the period. Creative Financial Designs Inc. ADV increased its holdings in shares of Capital Group Core Balanced ETF by 77.4% in the 4th quarter. Creative Financial Designs Inc. ADV now owns 2,306 shares of the company’s stock valued at $81,000 after purchasing an additional 1,006 shares during the period. Godfrey Financial Associates Inc. acquired a new position in shares of Capital Group Core Balanced ETF in the 4th quarter valued at about $84,000. Finally, Thurston Springer Miller Herd & Titak Inc. purchased a new stake in shares of Capital Group Core Balanced ETF in the fourth quarter worth approximately $86,000.
Capital Group Core Balanced ETF Stock Performance
CGBL stock opened at $38.06 on Friday. The stock has a market cap of $6.33 billion, a P/E ratio of 25.37 and a beta of 0.69. The firm has a 50 day simple moving average of $37.04 and a 200 day simple moving average of $36.14. Capital Group Core Balanced ETF has a 52 week low of $32.46 and a 52 week high of $38.20.
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. CGBL was launched on Sep 26, 2023 and is issued by Capital Group.
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