Waverly Advisors LLC Takes $3.73 Million Position in Capital Group Core Balanced ETF $CGBL

Posted by Stanley Muller on Sep 12th, 2026

Waverly Advisors LLC bought a new position in Capital Group Core Balanced ETF (NYSEARCA:CGBL – Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 98,234 shares of the company’s stock, valued at approximately $3,729,000. Waverly Advisors LLC owned about 0.05% of Capital Group Core Balanced ETF as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also made changes to their positions in the company. Parkside Financial Bank & Trust bought a new position in Capital Group Core Balanced ETF during the 2nd quarter valued at about $33,000. Ameritas Advisory Services LLC grew its stake in Capital Group Core Balanced ETF by 1,114.1% during the second quarter. Ameritas Advisory Services LLC now owns 149,799 shares of the company’s stock worth $5,686,000 after buying an additional 137,461 shares during the last quarter. Kintra Wealth LLC grew its stake in Capital Group Core Balanced ETF by 86.3% during the second quarter. Kintra Wealth LLC now owns 200,753 shares of the company’s stock worth $7,743,000 after buying an additional 92,977 shares during the last quarter. PCG Wealth Advisors LLC increased its holdings in shares of Capital Group Core Balanced ETF by 16.0% during the second quarter. PCG Wealth Advisors LLC now owns 402,421 shares of the company’s stock worth $15,276,000 after buying an additional 55,468 shares in the last quarter. Finally, Endeavor Private Wealth Inc. increased its holdings in shares of Capital Group Core Balanced ETF by 4.3% during the second quarter. Endeavor Private Wealth Inc. now owns 212,646 shares of the company’s stock worth $8,107,000 after buying an additional 8,698 shares in the last quarter.

Capital Group Core Balanced ETF Trading Up 0.4%

NYSEARCA:CGBL opened at $37.63 on Friday. The stock has a market capitalization of $7.27 billion, a P/E ratio of 25.37 and a beta of 0.69. Capital Group Core Balanced ETF has a 1 year low of $33.67 and a 1 year high of $38.68. The firm has a 50 day moving average of $37.83 and a 200-day moving average of $36.97.

Capital Group Core Balanced ETF Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, July 1st. Shareholders of record on Tuesday, June 30th were given a $0.1634 dividend. This represents a $0.65 annualized dividend and a yield of 1.7%. The ex-dividend date was Tuesday, June 30th. This is a positive change from Capital Group Core Balanced ETF’s previous quarterly dividend of $0.13.

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.