Koshinski Asset Management Inc. lifted its holdings in shares of Capital Group Core Balanced ETF (NYSEARCA:CGBL – Free Report) by 29.0% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 37,201 shares of the company’s stock after acquiring an additional 8,353 shares during the quarter. Koshinski Asset Management Inc. owned about 0.26% of Capital Group Core Balanced ETF worth $1,163,000 as of its most recent filing with the Securities and Exchange Commission.
A number of other institutional investors have also recently added to or reduced their stakes in the business. LongView Wealth Management lifted its stake in shares of Capital Group Core Balanced ETF by 50.8% during the fourth quarter. LongView Wealth Management now owns 108,765 shares of the company’s stock worth $3,401,000 after purchasing an additional 36,645 shares in the last quarter. Cvfg LLC purchased a new stake in shares of Capital Group Core Balanced ETF during the 4th quarter valued at about $1,715,000. Thurston Springer Miller Herd & Titak Inc. lifted its position in Capital Group Core Balanced ETF by 39.8% during the 4th quarter. Thurston Springer Miller Herd & Titak Inc. now owns 3,382 shares of the company’s stock worth $106,000 after acquiring an additional 962 shares in the last quarter. Pines Wealth Management LLC purchased a new position in Capital Group Core Balanced ETF in the 4th quarter worth approximately $617,000. Finally, KWB Wealth acquired a new stake in Capital Group Core Balanced ETF in the fourth quarter valued at approximately $640,000.
Capital Group Core Balanced ETF Trading Up 1.0 %
CGBL opened at $32.04 on Wednesday. The firm’s 50 day moving average is $31.64 and its 200-day moving average is $30.99. Capital Group Core Balanced ETF has a 52-week low of $27.35 and a 52-week high of $32.48.
About Capital Group Core Balanced ETF
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.
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