Bare Financial Services Inc Has $769,000 Stock Holdings in Capital Group Core Balanced ETF (NYSEARCA:CGBL)

Bare Financial Services Inc raised its holdings in Capital Group Core Balanced ETF (NYSEARCA:CGBL) by 105.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 24,598 shares of the company’s stock after acquiring an additional 12,634 shares during the period. Capital Group Core Balanced ETF comprises about 0.3% of Bare Financial Services Inc’s investment portfolio, making the stock its 27th largest holding. Bare Financial Services Inc’s holdings in Capital Group Core Balanced ETF were worth $769,000 at the end of the most recent quarter.

Several other institutional investors have also modified their holdings of CGBL. Advance Capital Management Inc. increased its position in shares of Capital Group Core Balanced ETF by 3.1% during the fourth 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 in the last quarter. Raymond James Financial Inc. acquired a new stake in Capital Group Core Balanced ETF in the 4th quarter valued at approximately $26,385,000. ST Germain D J Co. Inc. boosted its position in Capital Group Core Balanced ETF by 22.3% during the 4th quarter. ST Germain D J Co. Inc. now owns 573,172 shares of the company’s stock worth $17,923,000 after acquiring an additional 104,540 shares during the last quarter. Private Advisor Group LLC grew its stake in shares of Capital Group Core Balanced ETF by 20.9% during the 4th quarter. Private Advisor Group LLC now owns 318,296 shares of the company’s stock worth $9,953,000 after acquiring an additional 55,001 shares in the last quarter. Finally, MML Investors Services LLC raised its holdings in shares of Capital Group Core Balanced ETF by 18.2% in the third quarter. MML Investors Services LLC now owns 242,924 shares of the company’s stock valued at $7,543,000 after purchasing an additional 37,468 shares during the last quarter.

Capital Group Core Balanced ETF Trading Down 0.3 %

Shares of CGBL opened at $30.90 on Wednesday. Capital Group Core Balanced ETF has a 12 month low of $27.94 and a 12 month high of $32.65. The firm has a fifty day simple moving average of $31.86 and a 200 day simple moving average of $31.51. The stock has a market capitalization of $1.72 billion, a price-to-earnings ratio of 26.49 and a beta of 0.76.

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.