Capital Group Core Balanced ETF
Limited financial coverage for CGBL.
Not enough data to compute a meaningful composite — typical for foreign-listed ADRs, recent IPOs, or thinly-covered small caps. Live quote, chart, and any available stats still render below.
Price Chart
About the company
The Capital Group Core Balanced ETF seeks to achieve a comprehensive total return, encompassing both income generation and capital growth, through a diversified investment strategy. A core principle of this fund is the safeguarding of principal for investors over the long term. Its portfolio typically includes a variety of assets such as common and preferred equities, fixed-income instruments like bonds, convertible securities, exchange-traded funds (ETFs), and cash.
- IPO
- 2023
- HQ
- Los Angeles, CA, US
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Similar companies
Peers in the same neighborhood.
- Market Cap
- $7.34B
- Div Yield
- 1.93%
- 52W High
- $38.68
- 52W Low
- $33.67
- 50D MA
- $37.75
- 200D MA
- $36.78
- Beta
- 0.70
- RSI (14)
- 47
- Avg Volume
- 1.44M
No earnings-call transcripts are available for CGBL yet.
- Free Float
- 100.0%
- Shares Outstanding
- 196.87M
- Float Shares
- 196.87M
of shares held by institutions
321 13F filers
Top institutional holders
Largest 13F positions, with quarter-over-quarter change.
| Holder | Shares | Δ Quarter |
|---|---|---|
| Lpl Financial LLC | 18.72M | ▲ 3.81M |
| Advance Capital Management, Inc. | 12.04M | ▲ 67.41K |
| Wells Fargo & Company/Mn | 10.14M | ▲ 2.51M |
| Envestnet Asset Management Inc | 9.65M | ▲ 1.41M |
| Morgan Stanley | 6.15M | ▲ 721.62K |
| Raymond James Financial Inc | 5.67M | ▲ 1.95M |
| Cetera Investment Advisers | 4.82M | ▲ 770.60K |
| Forge Financial Services LLC | 3.84M | ▲ 77.59K |
| Advisor Group Holdings, Inc. | 3.59M | ▲ 779.20K |
| Commonwealth Equity Services, LLC | 3.48M | ▲ 241.50K |
| Cambridge Investment Research Advisors, Inc. | 2.59M | ▲ 298.83K |
| Royal Bank Of Canada | 2.52M | ▲ 183.80K |
Held by 1 ETFs
Biggest fund positions in CGBL by dollar value.
Our CGBL coverage
Recent articles, reports, and earnings notes.
No research on CGBL yet
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Generate CGBL report →33,502 Capital Group Core Balanced ETF $CGBL Shares Purchased by Envestnet Portfolio Solutions Inc.
defenseworld.net · Sep 25
Capital Group Files for 2 New Multi-Asset Income ETFs
etftrends.com · Jun 11
CGBL: Mitigating Risk In A Stretched Market
seekingalpha.com · Jun 10
Resilience Meets Fragility: Rewriting the Diversification Playbook
etftrends.com · Jun 3
CGBL: Sensible Multi-Asset Strategy Worth Following
seekingalpha.com · Jun 1
Capital Group Core Balanced ETF $CGBL Shares Acquired by Confluence Wealth Services Inc.
defenseworld.net · Apr 23
Capital Group Core Balanced ETF $CGBL Shares Purchased by Clarity Wealth Advisors LLC
defenseworld.net · Apr 11
Base Wealth Management LLC Has $12.03 Million Holdings in Capital Group Core Balanced ETF $CGBL
defenseworld.net · Apr 6
Headlines from third-party outlets — TickerSpark isn't affiliated with these sources.