Westside Investment Management Inc. Boosts Stock Holdings in Capital Group Core Balanced ETF (NYSEARCA:CGBL)

Westside Investment Management Inc. raised its position in shares of Capital Group Core Balanced ETF (NYSEARCA:CGBL) by 42.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 87,196 shares of the company’s stock after purchasing an additional 26,079 shares during the period. Westside Investment Management Inc. owned 0.61% of Capital Group Core Balanced ETF worth $2,727,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also bought and sold shares of the company. Hobbs Group Advisors LLC lifted its stake 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 valued at $100,000 after buying an additional 2,317 shares in the last quarter. Thurston Springer Miller Herd & Titak Inc. lifted its position 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 worth $106,000 after acquiring an additional 962 shares in the last quarter. Ashton Thomas Securities LLC bought a new position in shares of Capital Group Core Balanced ETF in the third quarter worth $141,000. Tudor Financial Inc. purchased a new position in shares of Capital Group Core Balanced ETF in the fourth quarter valued at $202,000. Finally, Private Trust Co. NA raised its stake in shares of Capital Group Core Balanced ETF by 28.0% during the 3rd quarter. Private Trust Co. NA now owns 6,591 shares of the company’s stock valued at $205,000 after purchasing an additional 1,441 shares during the period.

Capital Group Core Balanced ETF Price Performance

Shares of CGBL opened at $32.07 on Wednesday. Capital Group Core Balanced ETF has a 52-week low of $27.35 and a 52-week high of $32.48. The stock’s 50-day simple moving average is $31.65 and its 200 day simple moving average is $31.01.

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.