Capital Group Core Balanced ETF (NYSEARCA:CGBL) Stock Holdings Increased by Tyler Stone Wealth Management

Tyler Stone Wealth Management lifted its holdings in Capital Group Core Balanced ETF (NYSEARCA:CGBL) by 27.1% in the 4th quarter, HoldingsChannel reports. The firm owned 13,020 shares of the company’s stock after purchasing an additional 2,780 shares during the quarter. Tyler Stone Wealth Management’s holdings in Capital Group Core Balanced ETF were worth $407,000 as of its most recent filing with the SEC.

A number of other large investors also recently modified their holdings of the business. LPL Financial LLC grew its position in Capital Group Core Balanced ETF by 50.7% in the 4th quarter. LPL Financial LLC now owns 3,787,433 shares of the company’s stock valued at $118,433,000 after buying an additional 1,274,153 shares in the last quarter. Advance Capital Management Inc. lifted its stake in shares of Capital Group Core Balanced ETF by 3.1% in the 4th quarter. Advance Capital Management Inc. now owns 2,160,553 shares of the company’s stock worth $67,561,000 after acquiring an additional 65,778 shares during the period. Commonwealth Equity Services LLC increased its stake in shares of Capital Group Core Balanced ETF by 38.7% during the fourth quarter. Commonwealth Equity Services LLC now owns 1,232,842 shares of the company’s stock valued at $38,551,000 after acquiring an additional 343,818 shares during the period. Raymond James Financial Inc. bought a new stake in Capital Group Core Balanced ETF during the fourth quarter worth approximately $26,385,000. Finally, ST Germain D J Co. Inc. lifted its position in Capital Group Core Balanced ETF by 22.3% in the fourth quarter. ST Germain D J Co. Inc. now owns 573,172 shares of the company’s stock worth $17,923,000 after purchasing an additional 104,540 shares during the period.

Capital Group Core Balanced ETF Stock Performance

Shares of NYSEARCA CGBL opened at $31.42 on Thursday. Capital Group Core Balanced ETF has a 1 year low of $27.94 and a 1 year high of $32.65. The stock has a fifty day moving average price of $31.87 and a two-hundred day moving average price of $31.57. The firm has a market cap of $1.81 billion, a P/E ratio of 25.90 and a beta of 0.76.

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.