Tyler Stone Wealth Management lifted its holdings in Capital Group Core Balanced ETF (NYSEARCA:CGBL – Free Report) by 27.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 13,020 shares of the company’s stock after acquiring an additional 2,780 shares during the period. Tyler Stone Wealth Management owned approximately 0.09% of Capital Group Core Balanced ETF worth $407,000 as of its most recent SEC filing.
Other hedge funds have also made changes to their positions in the company. Private Trust Co. NA raised its position in Capital Group Core Balanced ETF by 28.0% in the third quarter. Private Trust Co. NA now owns 6,591 shares of the company’s stock valued at $205,000 after purchasing an additional 1,441 shares during the period. D.A. Davidson & CO. grew its stake in shares of Capital Group Core Balanced ETF by 9.5% in the third quarter. D.A. Davidson & CO. now owns 195,553 shares of the company’s stock valued at $6,072,000 after buying an additional 16,921 shares in the last quarter. CWS Financial Advisors LLC raised its holdings in shares of Capital Group Core Balanced ETF by 83.1% during the 3rd quarter. CWS Financial Advisors LLC now owns 29,017 shares of the company’s stock valued at $901,000 after buying an additional 13,172 shares during the period. Captrust Financial Advisors raised its holdings in shares of Capital Group Core Balanced ETF by 37.8% during the 3rd quarter. Captrust Financial Advisors now owns 40,555 shares of the company’s stock valued at $1,259,000 after buying an additional 11,123 shares during the period. Finally, Benjamin Edwards Inc. acquired a new position in Capital Group Core Balanced ETF during the 3rd quarter worth approximately $2,770,000.
Capital Group Core Balanced ETF Stock Down 0.9 %
Shares of NYSEARCA:CGBL opened at $31.42 on Thursday. The company has a market capitalization of $1.81 billion, a price-to-earnings ratio of 25.90 and a beta of 0.76. The company has a 50 day moving average of $31.87 and a two-hundred day moving average of $31.57. Capital Group Core Balanced ETF has a 52-week low of $27.94 and a 52-week high of $32.65.
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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