CGBL

Investor Moves

Name	Value	Action	Change	Price	Current Price
Ken GriffinCitadel Advisors $7.7M222.5k shares AddQ1 2026 $1.7M $34.41 $37.57
Jim SimonsRenaissance Technologies $-459.3K ExitQ1 2026 $459k -- $37.57
Jim SimonsRenaissance Technologies $459k13k shares TrimQ4 2025 $1.4M $35.33 $37.57
Ken GriffinCitadel Advisors $5.9M167.5k shares AddQ4 2025 $1.2M $35.33 $37.57
Ken GriffinCitadel Advisors $-3.8M TrimQ3 2025 $3.8M -- $37.57
Jim SimonsRenaissance Technologies $-1.2M TrimQ3 2025 $1.2M -- $37.57

News

etftrends.comCapital Group Files for 2 New Multi-Asset Income ETFsetftrends.comJun 11

seekingalpha.comCGBL: Mitigating Risk In A Stretched Marketseekingalpha.comJun 10

etftrends.comResilience Meets Fragility: Rewriting the Diversification Playbooketftrends.comJun 3

seekingalpha.comCGBL: Sensible Multi-Asset Strategy Worth Followingseekingalpha.comJun 1

defenseworld.netCapital Group Core Balanced ETF $CGBL Shares Acquired by Confluence Wealth Services Inc.defenseworld.netApr 23

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About Capital Group Core Balanced ETF

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. The fund also maintains the flexibility to allocate up to 15% of its total assets to equity securities issued by companies based outside the United States.

IPO Date: Sep 28, 2023

Market Data

Open: $38.16
High: $38.20
Low: $37.98
Volume: 6.4M
Avg Volume: 1.7M
52W High: $38.20
52W Low: $32.46

Valuation

Market Cap: $3.1B
Dividend Yield: 70.2%

Financials

Financial statement snapshot is not available yet.

Events

DividendMar 31

$0.1267