Private Trust Co. NA Boosts Holdings in Capital Group Core Balanced ETF (NYSEARCA:CGBL)

Private Trust Co. NA grew its holdings in shares of Capital Group Core Balanced ETF (NYSEARCA:CGBL) by 28.0% during the 3rd quarter, HoldingsChannel reports. The fund owned 6,591 shares of the company’s stock after acquiring an additional 1,441 shares during the quarter. Private Trust Co. NA’s holdings in Capital Group Core Balanced ETF were worth $205,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. Hobbs Group Advisors LLC purchased a new position in shares of Capital Group Core Balanced ETF during the second quarter worth approximately $27,000. Thurston Springer Miller Herd & Titak Inc. purchased a new position in shares of Capital Group Core Balanced ETF during the second quarter worth approximately $72,000. Rothschild Investment LLC purchased a new position in shares of Capital Group Core Balanced ETF during the second quarter worth approximately $94,000. ICA Group Wealth Management LLC raised its stake in shares of Capital Group Core Balanced ETF by 153.9% during the second quarter. ICA Group Wealth Management LLC now owns 4,153 shares of the company’s stock worth $123,000 after acquiring an additional 2,517 shares in the last quarter. Finally, Ashton Thomas Securities LLC purchased a new position in shares of Capital Group Core Balanced ETF during the third quarter worth approximately $141,000.

Capital Group Core Balanced ETF Price Performance

CGBL stock opened at $31.78 on Friday. Capital Group Core Balanced ETF has a one year low of $25.89 and a one year high of $32.03. The company’s 50 day moving average price is $31.38 and its two-hundred day moving average price is $30.42.

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.