WR Wealth Planners LLC Cuts Position in Capital Group Core Balanced ETF (NYSEARCA:CGBL)

WR Wealth Planners LLC decreased its holdings in Capital Group Core Balanced ETF (NYSEARCA:CGBL) by 64.0% during the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 45,085 shares of the company’s stock after selling 80,005 shares during the period. WR Wealth Planners LLC owned approximately 0.32% of Capital Group Core Balanced ETF worth $1,410,000 at the end of the most recent reporting period.

Other hedge funds have also recently bought and sold shares of the company. Global Retirement Partners LLC raised its holdings in Capital Group Core Balanced ETF by 420.8% in the fourth quarter. Global Retirement Partners LLC now owns 2,484 shares of the company’s stock valued at $78,000 after buying an additional 2,007 shares during the period. Hobbs Group Advisors LLC raised its holdings in 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 valued at $100,000 after buying an additional 2,317 shares during the period. Allworth Financial LP purchased a new position in Capital Group Core Balanced ETF in the fourth quarter valued at approximately $105,000. Thurston Springer Miller Herd & Titak Inc. raised its stake in shares of Capital Group Core Balanced ETF by 39.8% during the fourth quarter. Thurston Springer Miller Herd & Titak Inc. now owns 3,382 shares of the company’s stock valued at $106,000 after purchasing an additional 962 shares during the period. Finally, Ashton Thomas Securities LLC purchased a new stake in shares of Capital Group Core Balanced ETF during the third quarter valued at approximately $141,000.

Capital Group Core Balanced ETF Trading Up 0.9 %

CGBL opened at $32.06 on Friday. The firm’s 50 day moving average is $31.90 and its 200-day moving average is $31.44. Capital Group Core Balanced ETF has a 52-week low of $27.94 and a 52-week high of $32.65.

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.