22,615 Shares in Capital Group Core Balanced ETF $CGBL Bought by Compton Financial Group LLC

Compton Financial Group LLC acquired a new position in shares of Capital Group Core Balanced ETF (NYSEARCA:CGBL) in the 4th quarter, Holdings Channel.com reports. The fund acquired 22,615 shares of the company’s stock, valued at approximately $799,000. Capital Group Core Balanced ETF makes up 0.2% of Compton Financial Group LLC’s holdings, making the stock its 19th biggest position.

A number of other large investors have also recently made changes to their positions in the stock. Aprio Wealth Management LLC purchased a new stake in Capital Group Core Balanced ETF in the fourth quarter worth about $63,960,000. Envestnet Asset Management Inc. increased its holdings in Capital Group Core Balanced ETF by 31.6% in the 3rd quarter. Envestnet Asset Management Inc. now owns 5,448,051 shares of the company’s stock worth $189,156,000 after buying an additional 1,307,832 shares during the period. Raymond James Financial Inc. increased its holdings in Capital Group Core Balanced ETF by 75.6% in the 2nd quarter. Raymond James Financial Inc. now owns 1,838,766 shares of the company’s stock worth $61,488,000 after buying an additional 791,376 shares during the period. Jones Financial Companies Lllp boosted its position in Capital Group Core Balanced ETF by 56.8% in the 3rd quarter. Jones Financial Companies Lllp now owns 1,009,987 shares of the company’s stock worth $35,198,000 after purchasing an additional 365,941 shares in the last quarter. Finally, Concurrent Investment Advisors LLC lifted its position in shares of Capital Group Core Balanced ETF by 72.6% during the 4th quarter. Concurrent Investment Advisors LLC now owns 843,949 shares of the company’s stock valued at $29,817,000 after buying an additional 354,864 shares in the last quarter.

Capital Group Core Balanced ETF Stock Down 1.6%

Shares of CGBL opened at $36.95 on Friday. Capital Group Core Balanced ETF has a 52-week low of $31.52 and a 52-week high of $37.62. The company has a market capitalization of $6.15 billion, a PE ratio of 25.37 and a beta of 0.69. The stock has a fifty day simple moving average of $35.80 and a two-hundred day simple moving average of $35.68.

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.