Capital Group Core Balanced ETF $CGBL Shares Purchased by Continuum Advisory LLC

Continuum Advisory LLC lifted its position in Capital Group Core Balanced ETF (NYSEARCA:CGBL) by 34.2% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 94,030 shares of the company’s stock after purchasing an additional 23,970 shares during the quarter. Continuum Advisory LLC owned about 0.06% of Capital Group Core Balanced ETF worth $3,236,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. CoreCap Advisors LLC boosted its holdings in Capital Group Core Balanced ETF by 14,657.1% in the 4th 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 grew its stake in shares of Capital Group Core Balanced ETF by 204.6% in the 3rd 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 during the period. Creative Financial Designs Inc. ADV increased its holdings in shares of Capital Group Core Balanced ETF by 77.4% during the 4th quarter. Creative Financial Designs Inc. ADV now owns 2,306 shares of the company’s stock worth $81,000 after buying an additional 1,006 shares during the last quarter. Godfrey Financial Associates Inc. acquired a new stake in shares of Capital Group Core Balanced ETF during the 4th quarter worth approximately $84,000. Finally, Thurston Springer Miller Herd & Titak Inc. acquired a new stake in shares of Capital Group Core Balanced ETF during the 4th quarter worth approximately $86,000.

Capital Group Core Balanced ETF Stock Performance

CGBL stock opened at $37.61 on Monday. Capital Group Core Balanced ETF has a one year low of $33.25 and a one year high of $38.20. The firm has a market cap of $6.26 billion, a PE ratio of 25.37 and a beta of 0.69. The firm’s 50 day moving average price is $37.25 and its 200-day moving average price is $36.25.

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.