Capital Group Core Balanced ETF (NYSEARCA:CGBL) Shares Sold by Dakota Wealth Management

Dakota Wealth Management trimmed its position in shares of Capital Group Core Balanced ETF (NYSEARCA:CGBL) by 10.9% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 25,060 shares of the company’s stock after selling 3,063 shares during the period. Dakota Wealth Management owned approximately 0.18% of Capital Group Core Balanced ETF worth $784,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. Bleakley Financial Group LLC increased its stake in Capital Group Core Balanced ETF by 21.5% during the 3rd quarter. Bleakley Financial Group LLC now owns 20,654 shares of the company’s stock worth $641,000 after buying an additional 3,652 shares during the period. ST Germain D J Co. Inc. increased its position in shares of Capital Group Core Balanced ETF by 22.3% during the fourth quarter. ST Germain D J Co. Inc. now owns 573,172 shares of the company’s stock worth $17,923,000 after acquiring an additional 104,540 shares during the period. AA Financial Advisors LLC raised its stake 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 in the last quarter. Lodestone Wealth Management LLC boosted its holdings in Capital Group Core Balanced ETF by 26.5% in the third quarter. Lodestone Wealth Management LLC now owns 9,309 shares of the company’s stock valued at $289,000 after purchasing an additional 1,951 shares during the period. Finally, Tempus Wealth Planning LLC grew its stake in Capital Group Core Balanced ETF by 32.0% during the 3rd quarter. Tempus Wealth Planning LLC now owns 91,191 shares of the company’s stock worth $2,831,000 after purchasing an additional 22,120 shares in the last quarter.

Capital Group Core Balanced ETF Stock Performance

Shares of NYSEARCA CGBL opened at $32.28 on Friday. The stock’s 50-day moving average is $31.67 and its two-hundred day moving average is $31.02. Capital Group Core Balanced ETF has a 1-year low of $27.54 and a 1-year high of $32.48.

About Capital Group Core Balanced ETF

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.