Capital Group Core Balanced ETF (NYSEARCA:CGBL) Shares Purchased by Rockport Wealth LLC

Rockport Wealth LLC increased its holdings in shares of Capital Group Core Balanced ETF (NYSEARCA:CGBL) by 987.2% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 97,781 shares of the company’s stock after purchasing an additional 88,787 shares during the quarter. Capital Group Core Balanced ETF accounts for approximately 1.4% of Rockport Wealth LLC’s portfolio, making the stock its 9th biggest position. Rockport Wealth LLC owned about 0.69% of Capital Group Core Balanced ETF worth $3,058,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently modified their holdings of CGBL. Global Retirement Partners LLC increased its position in shares of Capital Group Core Balanced ETF by 420.8% during the 4th quarter. Global Retirement Partners LLC now owns 2,484 shares of the company’s stock worth $78,000 after purchasing an additional 2,007 shares during the last quarter. Hobbs Group Advisors LLC increased its position in shares of Capital Group Core Balanced ETF by 257.4% during the 3rd quarter. Hobbs Group Advisors LLC now owns 3,217 shares of the company’s stock worth $100,000 after purchasing an additional 2,317 shares during the last quarter. Allworth Financial LP acquired a new stake in shares of Capital Group Core Balanced ETF during the 4th quarter worth about $105,000. Thurston Springer Miller Herd & Titak Inc. increased its position in shares of 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 purchasing an additional 962 shares during the last quarter. Finally, Tudor Financial Inc. acquired a new stake in shares of Capital Group Core Balanced ETF during the 4th quarter worth about $202,000.

Capital Group Core Balanced ETF Trading Up 1.1 %

Shares of NYSEARCA:CGBL opened at $31.15 on Monday. The company has a market capitalization of $1.73 billion, a price-to-earnings ratio of 26.49 and a beta of 0.76. The business has a 50-day moving average price of $31.84 and a 200 day moving average price of $31.52. Capital Group Core Balanced ETF has a 12-month low of $27.94 and a 12-month 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.