Capital Group Core Balanced ETF $CGBL Shares Acquired by Koshinski Asset Management Inc.

Koshinski Asset Management Inc. grew its stake in Capital Group Core Balanced ETF (NYSEARCA:CGBL) by 17.0% during the first quarter, according to its most recent 13F filing with the SEC. The firm owned 136,129 shares of the company’s stock after acquiring an additional 19,819 shares during the period. Koshinski Asset Management Inc. owned about 0.08% of Capital Group Core Balanced ETF worth $4,684,000 as of its most recent filing with the SEC.

Several other large investors have also recently made changes to their positions in the stock. CoreCap Advisors LLC increased its holdings in Capital Group Core Balanced ETF by 14,657.1% in the 4th quarter. CoreCap Advisors LLC now owns 1,033 shares of the company’s stock valued at $36,000 after purchasing an additional 1,026 shares during the last quarter. US Bancorp DE lifted its stake in Capital Group Core Balanced ETF by 204.6% during the third quarter. US Bancorp DE now owns 1,645 shares of the company’s stock worth $57,000 after purchasing an additional 1,105 shares in the last quarter. Creative Financial Designs Inc. ADV lifted its stake in Capital Group Core Balanced ETF by 77.4% during the fourth quarter. Creative Financial Designs Inc. ADV now owns 2,306 shares of the company’s stock worth $81,000 after purchasing an additional 1,006 shares in the last quarter. Godfrey Financial Associates Inc. acquired a new position in Capital Group Core Balanced ETF during the fourth quarter worth $84,000. Finally, Thurston Springer Miller Herd & Titak Inc. purchased a new position in shares of Capital Group Core Balanced ETF during the fourth quarter worth $86,000.

Capital Group Core Balanced ETF Stock Performance

Shares of NYSEARCA CGBL opened at $37.74 on Friday. Capital Group Core Balanced ETF has a twelve month low of $33.25 and a twelve month high of $38.20. The stock has a fifty day simple moving average of $37.37 and a 200-day simple moving average of $36.32. The stock has a market capitalization of $6.95 billion, a PE ratio of 25.37 and a beta of 0.68.

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. CGBL was launched on Sep 26, 2023 and is issued by Capital Group.