NYSEARCA:CGBL Capital Group Core Balanced ETF (CGBL) Price, Holdings, & News $31.68 -0.04 (-0.13%) As of 05/23/2025 04:10 PM Eastern Add Compare Share Share Stock Analysis Stock AnalysisChartDividendHoldingsOwnershipRatingsBuy This Stock About Capital Group Core Balanced ETF (NYSEARCA:CGBL) 30 days 90 days 365 days Advanced Chart View Price History Chart DataSkip Price History Chart Get CGBL alerts:Sign Up Key Stats Today's Range$31.52▼$31.7650-Day Range$28.65▼$32.1352-Week Range$28.22▼$32.65Volume769,920 shsAverage Volume454,587 shsMarket Capitalization$2.18 billionAssets Under Management$2.19 billionDividend Yield1.96%Net Expense Ratio0.33%Aggregate RatingModerate Buy ETF OverviewThe 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.Read More… Capital Group Core Balanced ETF ExpensesTypeCGBLAsset Allocation ETFsMulti Asset ETFsNYSEARCA ETFsAll ETFsManagement Fee0.33%0.64%0.71%0.52%0.53%Other Expenses0.00%0.33%0.73%0.56%0.52%Total Expense0.33%0.87%1.21%0.73%0.71%Fee Waiver0.00%-0.21%-0.70%-0.65%-0.54%Net Expense0.33%0.79%0.97%0.58%0.60% Receive CGBL Stock News and Ratings via Email Sign-up to receive the latest news and ratings for Capital Group Core Balanced ETF and its competitors with MarketBeat's FREE daily newsletter. Email Address CGBL ETF News HeadlinesCGBL: Simple Active Balanced ETF With An Uncompelling Investment ThesisJanuary 27, 2025 | seekingalpha.comSee More Headlines CGBL ETF - Frequently Asked Questions How have CGBL shares performed this year? Capital Group Core Balanced ETF's stock was trading at $31.27 at the start of the year. Since then, CGBL stock has increased by 1.3% and is now trading at $31.68. View the best growth stocks for 2025 here. Who are Capital Group Core Balanced ETF's major shareholders? Capital Group Core Balanced ETF's top institutional investors include LPL Financial LLC (8.58%), Envestnet Asset Management Inc. (5.23%), Advance Capital Management Inc. (3.79%) and Commonwealth Equity Services LLC (2.84%). How do I buy shares of Capital Group Core Balanced ETF? Shares of CGBL stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services. Fund Details IssuerCapital Group Fund NameCapital Group Core Balanced ETF Tax ClassificationRegulated Investment Company Stock ExchangeNYSEARCACurrent SymbolNYSEARCA:CGBL Inception Date9/26/2023 Fund ManagerAlan Berro, Emme Kozloff, Jin Lee, John Queen, Justin Toner WebN/A PhoneN/AFund Focus Asset ClassMulti Asset BenchmarkN/A CategoryStrategy FocusAsset Allocation Development LevelBlended Development RegionGlobal Number of Holdings74 Fund Statistics Assets Under Management$2.19 billion Average Daily Volume$0.00 Discount/Premium0.02% Administrator, Advisor and Custodian AdministratorState Street Bank and Trust Company AdvisorCapital Research and Management Company CustodianState Street Bank and Trust Company DistributorAmerican Funds Distributors, Inc. Transfer AgentState Street Bank and Trust Company TrusteeN/A Lead Market MakerJane Street Options OptionableN/A Short Interest74,100 shs Miscellaneous Outstanding Shares68,780,000Beta0.76 Creation Unit20,000 Creation Fee$250.00 5G Stocks: The Path Forward is ProfitableEnter your email address and we'll send you MarketBeat's guide to investing in 5G and which 5G stocks show the most promise. Get This Free Report Top 10 CGBL HoldingsCapital Group Core Plus Income ETF (NYSEARCA:CGCP)Holding Weight: 24.21%Capital Group Core Bond ETF (NYSEARCA:CGCB)Holding Weight: 10.44%Broadcom (NASDAQ:AVGO)Holding Weight: 4.55%Microsoft (NASDAQ:MSFT)Holding Weight: 3.67%Philip Morris International (NYSE:PM)Holding Weight: 3.03%Taiwan Semiconductor Manufacturing (NYSE:TSM)Holding Weight: 2.19%Vertex Pharmaceuticals (NASDAQ:VRTX)Holding Weight: 1.73%Booking (NASDAQ:BKNG)Holding Weight: 1.59%Alphabet (NASDAQ:GOOG)Holding Weight: 1.54%Arthur J. Gallagher & Co. (NYSE:AJG)Holding Weight: 1.42%Full Holdings DetailsCGBL Sector ExposureCGBL Industry Exposure This page (NYSEARCA:CGBL) was last updated on 5/25/2025 by MarketBeat.com Staff From Our PartnersGold Hits New Highs as Global Markets SpiralWhen Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839. ...Premier Gold Co | SponsoredWhite House to reset Social Security?Elon Musk's parting DOGE gift looks set to shock America... A single announcement by July 22nd could soon b...Altimetry | SponsoredBuffett’s favorite chart just hit 209% – here’s what that means for goldA Historic Gold Announcement Is About to Rock Wall Street For months, sharp-eyed analysts have watched the ...Golden Portfolio | SponsoredIs President Trump Lying To You With This?President Trump’s economic transition isn’t without hardship. 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