Holistic Planning LLC Takes Position in Capital Group Core Balanced ETF (NYSEARCA:CGBL)

Holistic Planning LLC acquired a new stake in Capital Group Core Balanced ETF (NYSEARCA:CGBL) in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 8,485 shares of the company’s stock, valued at approximately $263,000. Holistic Planning LLC owned 0.06% of Capital Group Core Balanced ETF at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in the business. Summit Global Investments bought a new stake in shares of Capital Group Core Balanced ETF in the 3rd quarter valued at about $209,000. Smith Thornton Advisors LLC acquired a new position in shares of Capital Group Core Balanced ETF in the third quarter worth approximately $355,000. Beacon Financial Advisory LLC increased its position in Capital Group Core Balanced ETF by 42.2% during the 3rd quarter. Beacon Financial Advisory LLC now owns 19,914 shares of the company’s stock valued at $618,000 after purchasing an additional 5,907 shares during the period. Moloney Securities Asset Management LLC raised its holdings in Capital Group Core Balanced ETF by 7.9% during the 3rd quarter. Moloney Securities Asset Management LLC now owns 24,249 shares of the company’s stock worth $753,000 after purchasing an additional 1,772 shares during the last quarter. Finally, Lodestone Wealth Management LLC lifted its position in shares of Capital Group Core Balanced ETF by 26.5% in 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 during the period.

Capital Group Core Balanced ETF Stock Performance

CGBL stock opened at $31.99 on Friday. The company’s fifty day simple moving average is $31.06 and its 200 day simple moving average is $30.12. Capital Group Core Balanced ETF has a 12-month low of $25.09 and a 12-month high of $32.01.

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.