Clg LLC Grows Stock Holdings in Capital Group Core Balanced ETF $CGBL

Clg LLC raised its holdings in Capital Group Core Balanced ETF (NYSEARCA:CGBLFree Report) by 24.4% in the 1st quarter, according to its most recent 13F filing with the SEC. The fund owned 204,440 shares of the company’s stock after acquiring an additional 40,089 shares during the period. Capital Group Core Balanced ETF accounts for about 1.7% of Clg LLC’s holdings, making the stock its 13th biggest position. Clg LLC owned 0.12% of Capital Group Core Balanced ETF worth $7,035,000 at the end of the most recent quarter.

Other large investors also recently made changes to their positions in the company. CoreCap Advisors LLC boosted its holdings in shares of Capital Group Core Balanced ETF by 14,657.1% during the fourth quarter. CoreCap Advisors LLC now owns 1,033 shares of the company’s stock worth $36,000 after purchasing an additional 1,026 shares during the last quarter. Anchor Investment Management LLC acquired a new position in Capital Group Core Balanced ETF in the first quarter valued at $43,000. US Bancorp DE increased its stake in Capital Group Core Balanced ETF by 204.6% in the third 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 last quarter. Creative Financial Designs Inc. ADV lifted its position in Capital Group Core Balanced ETF by 77.4% during the fourth quarter. Creative Financial Designs Inc. ADV now owns 2,306 shares of the company’s stock worth $81,000 after buying an additional 1,006 shares during the period. Finally, Godfrey Financial Associates Inc. purchased a new position in Capital Group Core Balanced ETF during the fourth quarter worth about $84,000.

Capital Group Core Balanced ETF Trading Down 0.5%

Shares of NYSEARCA:CGBL opened at $37.20 on Friday. The firm has a market cap of $7.06 billion, a price-to-earnings ratio of 25.37 and a beta of 0.68. The stock’s 50-day moving average price is $37.51 and its two-hundred day moving average price is $36.53. Capital Group Core Balanced ETF has a 12-month low of $33.25 and a 12-month high of $38.20.

Capital Group Core Balanced ETF Company Profile

(Free Report)

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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Institutional Ownership by Quarter for Capital Group Core Balanced ETF (NYSEARCA:CGBL)

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