Greenbush Financial Group LLC Has $18.19 Million Stock Holdings in Capital Group Core Balanced ETF $CGBL

Greenbush Financial Group LLC lifted its holdings in Capital Group Core Balanced ETF (NYSEARCA:CGBL) by 11.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 514,956 shares of the company’s stock after acquiring an additional 52,435 shares during the quarter. Capital Group Core Balanced ETF makes up approximately 6.2% of Greenbush Financial Group LLC’s holdings, making the stock its 4th largest holding. Greenbush Financial Group LLC owned about 0.40% of Capital Group Core Balanced ETF worth $18,193,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. CoreCap Advisors LLC raised its position in Capital Group Core Balanced ETF by 14,657.1% in the 4th quarter. CoreCap Advisors LLC now owns 1,033 shares of the company’s stock valued at $36,000 after purchasing an additional 1,026 shares during the last quarter. US Bancorp DE raised its position in Capital Group Core Balanced ETF by 204.6% in the 3rd quarter. US Bancorp DE now owns 1,645 shares of the company’s stock valued at $57,000 after purchasing an additional 1,105 shares during the last quarter. Allworth Financial LP grew its holdings in shares of Capital Group Core Balanced ETF by 6.7% during the third quarter. Allworth Financial LP now owns 4,977 shares of the company’s stock worth $173,000 after purchasing an additional 311 shares during the last quarter. Alliance Wealth Advisors LLC bought a new stake in shares of Capital Group Core Balanced ETF during the fourth quarter worth $204,000. Finally, M.E. Allison & CO. Inc. bought a new stake in shares of Capital Group Core Balanced ETF during the third quarter worth $207,000.

Capital Group Core Balanced ETF Stock Performance

Shares of NYSEARCA:CGBL opened at $34.60 on Friday. The business has a fifty day moving average of $35.66 and a 200-day moving average of $35.34. Capital Group Core Balanced ETF has a twelve month low of $28.22 and a twelve month high of $36.71. The firm has a market cap of $5.35 billion, a PE ratio of 25.37 and a beta of 0.69.

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.