Private Trust Co. NA Has $205,000 Stock Holdings in Capital Group Core Balanced ETF (NYSEARCA:CGBL)

Private Trust Co. NA boosted its holdings in shares of Capital Group Core Balanced ETF (NYSEARCA:CGBL) by 28.0% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 6,591 shares of the company’s stock after buying an additional 1,441 shares during the period. Private Trust Co. NA’s holdings in Capital Group Core Balanced ETF were worth $205,000 as of its most recent SEC filing.

Several other institutional investors have also recently bought and sold shares of CGBL. LPL Financial LLC raised its holdings in Capital Group Core Balanced ETF by 377.5% during the second quarter. LPL Financial LLC now owns 1,448,597 shares of the company’s stock worth $43,067,000 after buying an additional 1,145,222 shares during the last quarter. Envestnet Asset Management Inc. raised its holdings in Capital Group Core Balanced ETF by 1,230.0% during the second quarter. Envestnet Asset Management Inc. now owns 1,154,454 shares of the company’s stock worth $34,322,000 after buying an additional 1,067,655 shares during the last quarter. Wealth Enhancement Advisory Services LLC raised its holdings in Capital Group Core Balanced ETF by 120.8% during the third quarter. Wealth Enhancement Advisory Services LLC now owns 1,153,227 shares of the company’s stock worth $35,808,000 after buying an additional 630,992 shares during the last quarter. Raymond James & Associates raised its holdings in Capital Group Core Balanced ETF by 2,489.3% during the third quarter. Raymond James & Associates now owns 491,605 shares of the company’s stock worth $15,264,000 after buying an additional 472,619 shares during the last quarter. Finally, Cetera Investment Advisers acquired a new position in Capital Group Core Balanced ETF during the second quarter worth $11,903,000.

Capital Group Core Balanced ETF Stock Performance

CGBL opened at $31.78 on Friday. The company’s fifty day moving average price is $31.38 and its two-hundred day moving average price is $30.42. Capital Group Core Balanced ETF has a 1-year low of $25.89 and a 1-year high of $32.03.

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.