Capital Group Core Balanced ETF (NYSEARCA:CGBL) Shares Purchased by Tempus Wealth Planning LLC

Tempus Wealth Planning LLC boosted its stake in Capital Group Core Balanced ETF (NYSEARCA:CGBL) by 23.0% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 112,154 shares of the company’s stock after purchasing an additional 20,963 shares during the period. Capital Group Core Balanced ETF comprises approximately 1.1% of Tempus Wealth Planning LLC’s portfolio, making the stock its 22nd largest position. Tempus Wealth Planning LLC’s holdings in Capital Group Core Balanced ETF were worth $3,507,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Janney Montgomery Scott LLC lifted its holdings in Capital Group Core Balanced ETF by 101.0% during the 4th quarter. Janney Montgomery Scott LLC now owns 127,875 shares of the company’s stock worth $3,999,000 after buying an additional 64,244 shares in the last quarter. Bleakley Financial Group LLC raised 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 valued at $641,000 after acquiring an additional 3,652 shares in the last quarter. 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 period. AA Financial Advisors LLC grew its stake 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 in the last quarter. Finally, Lodestone Wealth Management LLC grew its stake in 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 worth $289,000 after purchasing an additional 1,951 shares in the last quarter.

Capital Group Core Balanced ETF Stock Down 0.4 %

CGBL stock opened at $32.03 on Tuesday. The business’s 50-day moving average is $31.76 and its two-hundred day moving average is $31.10. Capital Group Core Balanced ETF has a 1 year low of $27.66 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.