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Tempus Wealth Planning LLC Takes Position in Capital Group Core Balanced ETF (NYSEARCA:CGBL)

reporter.am 2 days ago

Capital Group Core Balanced ETF logo
Tempus Wealth Planning LLC purchased a new position in Capital Group Core Balanced ETF (NYSEARCA:CGBLFree Report) in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 36,528 shares of the company’s stock, valued at approximately $1,063,000.

A number of other large investors also recently added to or reduced their stakes in CGBL. Sunbelt Securities Inc. purchased a new stake in Capital Group Core Balanced ETF during the third quarter worth about $169,000. J Arnold Wealth Management Co purchased a new position in Capital Group Core Balanced ETF in the 4th quarter valued at approximately $2,798,000. Johnson Bixby & Associates LLC purchased a new stake in shares of Capital Group Core Balanced ETF during the fourth quarter worth $269,000. Venture Visionary Partners LLC acquired a new stake in shares of Capital Group Core Balanced ETF in the fourth quarter valued at $592,000. Finally, Confluence Wealth Services Inc. acquired a new position in Capital Group Core Balanced ETF during the 4th quarter worth $1,567,000.

Capital Group Core Balanced ETF Price Performance

CGBL stock traded up $0.21 during mid-day trading on Thursday, reaching $30.03. The company had a trading volume of 113,215 shares, compared to its average volume of 187,485. The firm has a fifty day simple moving average of $29.26 and a 200 day simple moving average of $28.50. Capital Group Core Balanced ETF has a fifty-two week low of $24.23 and a fifty-two week high of $31.60.

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.

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Institutional Ownership by Quarter for Capital Group Core Balanced ETF (NYSEARCA:CGBL)

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