Capital Group Core Balanced ETF $CGBL is Greenbush Financial Group LLC’s 5th Largest Position

Greenbush Financial Group LLC boosted its position in Capital Group Core Balanced ETF (NYSEARCA:CGBL) by 7.0% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 551,241 shares of the company’s stock after purchasing an additional 36,285 shares during the quarter. Capital Group Core Balanced ETF comprises approximately 6.3% of Greenbush Financial Group LLC’s investment portfolio, making the stock its 5th largest position. Greenbush Financial Group LLC owned about 0.34% of Capital Group Core Balanced ETF worth $18,968,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in CGBL. Kestra Investment Management LLC raised its holdings in Capital Group Core Balanced ETF by 1.1% in the 4th quarter. Kestra Investment Management LLC now owns 25,411 shares of the company’s stock valued at $898,000 after acquiring an additional 276 shares during the last quarter. Vermillion & White Wealth Management Group LLC grew its position in shares of Capital Group Core Balanced ETF by 3.3% in the fourth quarter. Vermillion & White Wealth Management Group LLC now owns 9,004 shares of the company’s stock valued at $318,000 after purchasing an additional 286 shares in the last quarter. Allworth Financial LP increased its holdings in shares of Capital Group Core Balanced ETF by 6.7% in 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. Beacon Financial Advisory LLC lifted its position in Capital Group Core Balanced ETF by 0.8% during the fourth quarter. Beacon Financial Advisory LLC now owns 43,297 shares of the company’s stock worth $1,530,000 after buying an additional 337 shares in the last quarter. Finally, High Falls Advisors Inc boosted its stake in Capital Group Core Balanced ETF by 4.5% during the fourth quarter. High Falls Advisors Inc now owns 10,064 shares of the company’s stock worth $356,000 after buying an additional 429 shares during the last quarter.

Capital Group Core Balanced ETF Stock Down 0.3%

Shares of NYSEARCA:CGBL opened at $37.94 on Tuesday. Capital Group Core Balanced ETF has a 52-week low of $32.46 and a 52-week high of $38.20. The stock has a market cap of $6.31 billion, a P/E ratio of 25.37 and a beta of 0.69. The business has a fifty day moving average of $37.14 and a two-hundred day moving average of $36.18.

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. CGBL was launched on Sep 26, 2023 and is issued by Capital Group.