Householder Group Estate & Retirement Specialist LLC Has $372,000 Stake in Capital Group Core Balanced ETF (NYSEARCA:CGBL)

Householder Group Estate & Retirement Specialist LLC reduced its stake in shares of Capital Group Core Balanced ETF (NYSEARCA:CGBL) by 32.9% in the 4th quarter, HoldingsChannel.com reports. The firm owned 11,899 shares of the company’s stock after selling 5,825 shares during the quarter. Householder Group Estate & Retirement Specialist LLC’s holdings in Capital Group Core Balanced ETF were worth $372,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Bleakley Financial Group LLC grew its stake in 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 purchasing an additional 3,652 shares in the last quarter. ST Germain D J Co. Inc. grew its stake in shares of Capital Group Core Balanced ETF by 22.3% in the 4th quarter. ST Germain D J Co. Inc. now owns 573,172 shares of the company’s stock valued at $17,923,000 after buying an additional 104,540 shares in the last quarter. AA Financial Advisors LLC increased its holdings in 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 worth $1,824,000 after buying an additional 7,830 shares during the last quarter. Lodestone Wealth Management LLC raised its position in Capital Group Core Balanced ETF by 26.5% during the third quarter. Lodestone Wealth Management LLC now owns 9,309 shares of the company’s stock valued at $289,000 after acquiring an additional 1,951 shares in the last quarter. Finally, Tempus Wealth Planning LLC raised its position in Capital Group Core Balanced ETF by 32.0% during the third quarter. Tempus Wealth Planning LLC now owns 91,191 shares of the company’s stock valued at $2,831,000 after acquiring an additional 22,120 shares in the last quarter.

Capital Group Core Balanced ETF Price Performance

CGBL stock opened at $31.72 on Friday. The firm has a 50 day moving average of $31.65 and a two-hundred day moving average of $30.95. Capital Group Core Balanced ETF has a 12 month low of $27.03 and a 12 month high of $32.48.

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.