7,503 Shares in Capital Group Core Balanced ETF (NYSEARCA:CGBL) Acquired by Golden State Equity Partners

Golden State Equity Partners purchased a new position in Capital Group Core Balanced ETF (NYSEARCA:CGBL) during the fourth quarter, HoldingsChannel reports. The fund purchased 7,503 shares of the company’s stock, valued at approximately $235,000.

A number of other institutional investors and hedge funds have also modified their holdings of the company. Valmark Advisers Inc. grew its holdings in shares of Capital Group Core Balanced ETF by 1.6% in the 3rd quarter. Valmark Advisers Inc. now owns 23,072 shares of the company’s stock worth $716,000 after acquiring an additional 370 shares during the period. Confluence Wealth Services Inc. grew its holdings in Capital Group Core Balanced ETF by 0.7% during the 3rd quarter. Confluence Wealth Services Inc. now owns 60,998 shares of the company’s stock valued at $1,894,000 after buying an additional 428 shares during the last quarter. Davies Financial Advisors Inc. grew its holdings in Capital Group Core Balanced ETF by 1.3% during the 4th quarter. Davies Financial Advisors Inc. now owns 58,906 shares of the company’s stock valued at $1,842,000 after buying an additional 780 shares during the last quarter. Thurston Springer Miller Herd & Titak Inc. grew its holdings in 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 valued at $106,000 after buying an additional 962 shares during the last quarter. Finally, Private Trust Co. NA grew its holdings in 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 buying an additional 1,441 shares during the last quarter.

Capital Group Core Balanced ETF Trading Up 0.5 %

Shares of NYSEARCA:CGBL opened at $32.19 on Wednesday. The business’s fifty day moving average price is $31.76 and its two-hundred day moving average price is $31.12. Capital Group Core Balanced ETF has a one year low of $27.66 and a one year high of $32.48.

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.