Capital Group Core Balanced ETF $CGBL Position Increased by Compton Financial Group LLC

Compton Financial Group LLC lifted its position in shares of Capital Group Core Balanced ETF (NYSEARCA:CGBL) by 2,302.1% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 543,246 shares of the company’s stock after acquiring an additional 520,631 shares during the quarter. Capital Group Core Balanced ETF accounts for approximately 4.1% of Compton Financial Group LLC’s portfolio, making the stock its 8th largest holding. Compton Financial Group LLC’s holdings in Capital Group Core Balanced ETF were worth $18,693,000 at the end of the most recent quarter.

A number of other hedge funds have also recently added to or reduced their stakes in the company. CoreCap Advisors LLC raised its stake in shares of Capital Group Core Balanced ETF by 14,657.1% during the 4th quarter. CoreCap Advisors LLC now owns 1,033 shares of the company’s stock worth $36,000 after buying an additional 1,026 shares in the last quarter. US Bancorp DE boosted its stake in shares of Capital Group Core Balanced ETF by 204.6% in the third quarter. US Bancorp DE now owns 1,645 shares of the company’s stock valued at $57,000 after buying an additional 1,105 shares in the last quarter. Creative Financial Designs Inc. ADV grew its holdings in Capital Group Core Balanced ETF by 77.4% during the fourth quarter. Creative Financial Designs Inc. ADV now owns 2,306 shares of the company’s stock worth $81,000 after acquiring an additional 1,006 shares during the period. Godfrey Financial Associates Inc. acquired a new position in Capital Group Core Balanced ETF during the fourth quarter worth $84,000. Finally, Thurston Springer Miller Herd & Titak Inc. purchased a new position in Capital Group Core Balanced ETF in the fourth quarter worth $86,000.

Capital Group Core Balanced ETF Stock Performance

Capital Group Core Balanced ETF stock opened at $37.74 on Monday. The company has a market cap of $6.95 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 has a fifty day moving average of $37.37 and a two-hundred day moving average of $36.33.

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.