Tempus Wealth Planning LLC Raises Stake in Capital Group Core Balanced ETF (NYSEARCA:CGBL)

Tempus Wealth Planning LLC raised its stake in shares of Capital Group Core Balanced ETF (NYSEARCA:CGBL) by 32.0% in the third quarter, Holdings Channel reports. The institutional investor owned 91,191 shares of the company’s stock after buying an additional 22,120 shares during the quarter. Capital Group Core Balanced ETF comprises about 1.0% of Tempus Wealth Planning LLC’s portfolio, making the stock its 22nd biggest position. Tempus Wealth Planning LLC’s holdings in Capital Group Core Balanced ETF were worth $2,831,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also recently modified their holdings of the stock. AA Financial Advisors LLC boosted its position in shares of Capital Group Core Balanced ETF by 15.4% in the third quarter. AA Financial Advisors LLC now owns 58,758 shares of the company’s stock valued at $1,824,000 after acquiring an additional 7,830 shares during the period. Seamount Financial Group Inc. boosted its holdings in Capital Group Core Balanced ETF by 85.3% in the 3rd quarter. Seamount Financial Group Inc. now owns 45,599 shares of the company’s stock valued at $1,416,000 after purchasing an additional 20,994 shares during the period. Clarity Wealth Advisors LLC grew its position in shares of Capital Group Core Balanced ETF by 229.2% during the 3rd quarter. Clarity Wealth Advisors LLC now owns 39,545 shares of the company’s stock valued at $1,228,000 after purchasing an additional 27,534 shares in the last quarter. Raymond James & Associates increased its holdings in shares of Capital Group Core Balanced ETF by 2,489.3% in the third quarter. Raymond James & Associates now owns 491,605 shares of the company’s stock worth $15,264,000 after purchasing an additional 472,619 shares during the period. Finally, ST Germain D J Co. Inc. raised its position in shares of Capital Group Core Balanced ETF by 19.7% in the third quarter. ST Germain D J Co. Inc. now owns 468,632 shares of the company’s stock worth $14,551,000 after buying an additional 76,968 shares in the last quarter.

Capital Group Core Balanced ETF Price Performance

NYSEARCA:CGBL opened at $31.53 on Wednesday. Capital Group Core Balanced ETF has a 52-week low of $24.23 and a 52-week high of $31.66. The stock has a fifty day moving average of $30.83 and a 200 day moving average of $29.87.

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.