World Investment Advisors grew its holdings in Capital Group Core Balanced ETF (NYSEARCA:CGBL – Free Report) by 39.4% in the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 381,863 shares of the company’s stock after buying an additional 107,953 shares during the quarter. World Investment Advisors owned 0.23% of Capital Group Core Balanced ETF worth $13,140,000 as of its most recent filing with the SEC.
A number of other institutional investors also recently added to or reduced their stakes in the stock. NewEdge Advisors LLC raised its stake in Capital Group Core Balanced ETF by 70.1% during the first quarter. NewEdge Advisors LLC now owns 33,942 shares of the company’s stock worth $1,052,000 after acquiring an additional 13,986 shares in the last quarter. Jane Street Group LLC grew its holdings in shares of Capital Group Core Balanced ETF by 25.4% in the 1st quarter. Jane Street Group LLC now owns 281,274 shares of the company’s stock worth $8,714,000 after purchasing an additional 57,029 shares during the last quarter. Creative Planning acquired a new stake in shares of Capital Group Core Balanced ETF during the 2nd quarter worth about $218,000. JPMorgan Chase & Co. bought a new position in Capital Group Core Balanced ETF during the 2nd quarter valued at about $269,000. Finally, Diversify Wealth Management LLC boosted its position in Capital Group Core Balanced ETF by 14.0% in the second quarter. Diversify Wealth Management LLC now owns 11,911 shares of the company’s stock valued at $405,000 after buying an additional 1,467 shares in the last quarter.
Capital Group Core Balanced ETF Price Performance
Shares of CGBL opened at $37.74 on Friday. The company has a market capitalization of $7.07 billion, a P/E ratio of 25.37 and a beta of 0.68. Capital Group Core Balanced ETF has a one year low of $33.25 and a one year high of $38.20. The business’s 50 day simple moving average is $37.37 and its 200-day simple moving average is $36.32.
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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