Capital Group Core Balanced ETF (NYSEARCA:CGBL) Holdings Raised by ST Germain D J Co. Inc.

ST Germain D J Co. Inc. boosted its stake in Capital Group Core Balanced ETF (NYSEARCA:CGBL) by 22.3% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 573,172 shares of the company’s stock after buying an additional 104,540 shares during the period. ST Germain D J Co. Inc. owned 4.04% of Capital Group Core Balanced ETF worth $17,923,000 at the end of the most recent quarter.

Other large investors have also recently bought and sold shares of the company. LPL Financial LLC boosted its holdings in shares of Capital Group Core Balanced ETF by 377.5% in the second quarter. LPL Financial LLC now owns 1,448,597 shares of the company’s stock valued at $43,067,000 after acquiring an additional 1,145,222 shares in the last quarter. Envestnet Asset Management Inc. lifted its position in Capital Group Core Balanced ETF by 1,230.0% in the second quarter. Envestnet Asset Management Inc. now owns 1,154,454 shares of the company’s stock worth $34,322,000 after purchasing an additional 1,067,655 shares during the period. Wealth Enhancement Advisory Services LLC boosted its stake in Capital Group Core Balanced ETF by 120.8% during the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 1,153,227 shares of the company’s stock valued at $35,808,000 after purchasing an additional 630,992 shares in the last quarter. Raymond James & Associates increased its position in shares of Capital Group Core Balanced ETF by 2,489.3% during the 3rd quarter. Raymond James & Associates now owns 491,605 shares of the company’s stock valued at $15,264,000 after purchasing an additional 472,619 shares during the period. Finally, Cetera Investment Advisers bought a new stake in shares of Capital Group Core Balanced ETF in the 2nd quarter worth $11,903,000.

Capital Group Core Balanced ETF Trading Down 1.2 %

Shares of Capital Group Core Balanced ETF stock traded down $0.38 during trading on Friday, hitting $30.98. The stock had a trading volume of 240,363 shares, compared to its average volume of 513,521. The business has a fifty day moving average of $31.67 and a two-hundred day moving average of $30.91. Capital Group Core Balanced ETF has a fifty-two week low of $26.96 and a fifty-two week high of $32.48.

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.