Venture Visionary Partners LLC Purchases 105,344 Shares of Capital Group Core Balanced ETF $CGBL

Venture Visionary Partners LLC boosted its position in shares of Capital Group Core Balanced ETF (NYSEARCA:CGBL) by 88.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 224,211 shares of the company’s stock after purchasing an additional 105,344 shares during the period. Venture Visionary Partners LLC owned about 0.17% of Capital Group Core Balanced ETF worth $8,050,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. CoreCap Advisors LLC increased its holdings in Capital Group Core Balanced ETF by 14,657.1% during the 4th quarter. CoreCap Advisors LLC now owns 1,033 shares of the company’s stock worth $36,000 after purchasing an additional 1,026 shares in the last quarter. US Bancorp DE grew its holdings in shares of Capital Group Core Balanced ETF by 204.6% in the 3rd quarter. US Bancorp DE now owns 1,645 shares of the company’s stock valued at $57,000 after acquiring an additional 1,105 shares in the last quarter. Creative Financial Designs Inc. ADV grew its holdings in shares of Capital Group Core Balanced ETF by 77.4% in the 4th quarter. Creative Financial Designs Inc. ADV now owns 2,306 shares of the company’s stock valued at $81,000 after acquiring an additional 1,006 shares in the last quarter. Godfrey Financial Associates Inc. bought a new position in shares of Capital Group Core Balanced ETF in the 4th quarter valued at about $84,000. Finally, Thurston Springer Miller Herd & Titak Inc. bought a new position in shares of Capital Group Core Balanced ETF in the 4th quarter valued at about $86,000.

Capital Group Core Balanced ETF Price Performance

Shares of NYSEARCA CGBL opened at $37.50 on Monday. The stock has a market capitalization of $6.24 billion, a price-to-earnings ratio of 25.37 and a beta of 0.69. The business has a 50-day moving average of $36.79 and a 200-day moving average of $36.06. Capital Group Core Balanced ETF has a fifty-two week low of $32.46 and a fifty-two week high of $38.05.

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. CGBL was launched on Sep 26, 2023 and is issued by Capital Group.