Vantus Wealth LLC Makes New Investment in Capital Group Core Balanced ETF $CGBL

Vantus Wealth LLC acquired a new position in shares of Capital Group Core Balanced ETF (NYSEARCA:CGBL) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 22,231 shares of the company’s stock, valued at approximately $785,000.

Several other institutional investors also recently modified their holdings of the company. Kestra Investment Management LLC grew its holdings in shares of Capital Group Core Balanced ETF by 1.1% during the 4th quarter. Kestra Investment Management LLC now owns 25,411 shares of the company’s stock worth $898,000 after purchasing an additional 276 shares in the last quarter. Allworth Financial LP grew its holdings in shares of Capital Group Core Balanced ETF by 6.7% during the 3rd quarter. Allworth Financial LP now owns 4,977 shares of the company’s stock worth $173,000 after purchasing an additional 311 shares in the last quarter. Balboa Wealth Partners grew its holdings in shares of Capital Group Core Balanced ETF by 2.3% during the 3rd quarter. Balboa Wealth Partners now owns 15,065 shares of the company’s stock worth $523,000 after purchasing an additional 342 shares in the last quarter. Carson Advisory Inc. grew its holdings in shares of Capital Group Core Balanced ETF by 3.8% during the 3rd quarter. Carson Advisory Inc. now owns 13,575 shares of the company’s stock worth $471,000 after purchasing an additional 500 shares in the last quarter. Finally, Walkner Condon Financial Advisors LLC grew its holdings in shares of Capital Group Core Balanced ETF by 4.4% during the 4th quarter. Walkner Condon Financial Advisors LLC now owns 11,937 shares of the company’s stock worth $422,000 after purchasing an additional 500 shares in the last quarter.

Capital Group Core Balanced ETF Trading Up 0.1%

Shares of NYSEARCA:CGBL opened at $37.89 on Tuesday. Capital Group Core Balanced ETF has a 1-year low of $32.11 and a 1-year high of $38.01. The firm has a market capitalization of $6.30 billion, a PE ratio of 25.37 and a beta of 0.69. The business’s 50 day moving average is $36.23 and its 200-day moving average is $35.88.

Capital Group Core Balanced ETF Company Profile

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.