Capital Group Core Balanced ETF (NYSEARCA:CGBL) Shares Bought by Tennessee Valley Asset Management Partners

Tennessee Valley Asset Management Partners boosted its holdings in shares of Capital Group Core Balanced ETF (NYSEARCA:CGBL) by 14.8% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 15,370 shares of the company’s stock after buying an additional 1,976 shares during the quarter. Tennessee Valley Asset Management Partners owned 0.11% of Capital Group Core Balanced ETF worth $481,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. Bleakley Financial Group LLC increased its stake in shares of Capital Group Core Balanced ETF by 21.5% in the third quarter. Bleakley Financial Group LLC now owns 20,654 shares of the company’s stock worth $641,000 after acquiring an additional 3,652 shares during the period. ST Germain D J Co. Inc. boosted its holdings in Capital Group Core Balanced ETF by 22.3% in the fourth quarter. ST Germain D J Co. Inc. now owns 573,172 shares of the company’s stock valued at $17,923,000 after purchasing an additional 104,540 shares during the last quarter. AA Financial Advisors LLC grew its position in Capital Group Core Balanced ETF by 15.4% during the 3rd quarter. AA Financial Advisors LLC now owns 58,758 shares of the company’s stock worth $1,824,000 after purchasing an additional 7,830 shares during the period. Lodestone Wealth Management LLC raised its stake in shares of Capital Group Core Balanced ETF by 26.5% during the 3rd quarter. Lodestone Wealth Management LLC now owns 9,309 shares of the company’s stock valued at $289,000 after buying an additional 1,951 shares during the last quarter. Finally, Tempus Wealth Planning LLC lifted its holdings in shares of Capital Group Core Balanced ETF by 32.0% in the 3rd quarter. Tempus Wealth Planning LLC now owns 91,191 shares of the company’s stock valued at $2,831,000 after buying an additional 22,120 shares during the period.

Capital Group Core Balanced ETF Stock Performance

Shares of CGBL opened at $32.28 on Monday. Capital Group Core Balanced ETF has a 52 week low of $27.54 and a 52 week high of $32.48. The stock’s 50-day moving average price is $31.70 and its 200-day moving average price is $31.04.

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.