WealthPLAN Partners LLC Takes $731,000 Position in Capital Group Core Balanced ETF (NYSEARCA:CGBL)

WealthPLAN Partners LLC acquired a new position in Capital Group Core Balanced ETF (NYSEARCA:CGBL) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 23,374 shares of the company’s stock, valued at approximately $731,000. WealthPLAN Partners LLC owned 0.16% of Capital Group Core Balanced ETF as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Hobbs Group Advisors LLC boosted its position in shares of Capital Group Core Balanced ETF by 257.4% in the third quarter. Hobbs Group Advisors LLC now owns 3,217 shares of the company’s stock worth $100,000 after buying an additional 2,317 shares during the period. Thurston Springer Miller Herd & Titak Inc. boosted 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 during the period. Ashton Thomas Securities LLC purchased a new position in Capital Group Core Balanced ETF during the 3rd quarter valued at about $141,000. Tudor Financial Inc. acquired a new position in shares of Capital Group Core Balanced ETF in the 4th quarter valued at about $202,000. Finally, Private Trust Co. NA increased its holdings in shares of Capital Group Core Balanced ETF by 28.0% in the 3rd quarter. Private Trust Co. NA now owns 6,591 shares of the company’s stock valued at $205,000 after purchasing an additional 1,441 shares during the period.

Capital Group Core Balanced ETF Stock Performance

CGBL stock opened at $32.48 on Friday. The firm has a 50 day simple moving average of $31.83 and a 200 day simple moving average of $31.24. Capital Group Core Balanced ETF has a 52 week low of $27.87 and a 52 week high of $32.65.

Capital Group Core Balanced ETF Company 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.