World Investment Advisors Acquires 100,405 Shares of Capital Group Core Balanced ETF $CGBL

World Investment Advisors raised its holdings in shares of Capital Group Core Balanced ETF (NYSEARCA:CGBL) by 57.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 273,910 shares of the company’s stock after purchasing an additional 100,405 shares during the quarter. World Investment Advisors’ holdings in Capital Group Core Balanced ETF were worth $9,273,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also bought and sold shares of the company. CoreCap Advisors LLC lifted its position in Capital Group Core Balanced ETF by 14,657.1% during the fourth 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 lifted its position in Capital Group Core Balanced ETF by 204.6% during the third 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. Thurston Springer Miller Herd & Titak Inc. bought a new position in Capital Group Core Balanced ETF during the fourth quarter valued at $86,000. Cascades Capital Asset Management LLC bought a new position in Capital Group Core Balanced ETF during the fourth quarter valued at $102,000. Finally, Allworth Financial LP lifted its position in 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 valued at $173,000 after purchasing an additional 311 shares during the last quarter.

Capital Group Core Balanced ETF Stock Up 0.2%

CGBL stock opened at $37.36 on Thursday. Capital Group Core Balanced ETF has a 52 week low of $31.52 and a 52 week high of $37.40. The company has a fifty day simple moving average of $35.76 and a two-hundred day simple moving average of $35.65. The firm has a market capitalization of $6.22 billion, a P/E ratio of 25.37 and a beta of 0.69.

Capital Group Core Balanced ETF 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.