Capital Group Core Balanced ETF (NYSEARCA:CGBL) Stock Holdings Cut by WR Wealth Planners LLC

WR Wealth Planners LLC reduced its position in shares of Capital Group Core Balanced ETF (NYSEARCA:CGBL) by 64.0% in the fourth quarter, HoldingsChannel.com reports. The firm owned 45,085 shares of the company’s stock after selling 80,005 shares during the period. WR Wealth Planners LLC’s holdings in Capital Group Core Balanced ETF were worth $1,410,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Global Retirement Partners LLC boosted its stake in 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 valued at $78,000 after purchasing an additional 2,007 shares in the last quarter. Hobbs Group Advisors LLC boosted its stake in 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 purchasing an additional 2,317 shares in the last quarter. Allworth Financial LP bought a new position in Capital Group Core Balanced ETF during the 4th quarter valued at $105,000. Thurston Springer Miller Herd & Titak Inc. boosted its stake 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 purchasing an additional 962 shares in the last quarter. Finally, Ashton Thomas Securities LLC acquired a new stake in shares of Capital Group Core Balanced ETF during the 3rd quarter valued at $141,000.

Capital Group Core Balanced ETF Trading Up 0.9 %

Shares of NYSEARCA:CGBL opened at $32.06 on Friday. Capital Group Core Balanced ETF has a one year low of $27.94 and a one year high of $32.65. The stock has a fifty day moving average of $31.90 and a 200-day moving average of $31.44.

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.