NYSEARCA:CGBL Capital Group Core Balanced ETF (CGBL) Price, Holdings, & News $30.77 +0.17 (+0.56%) (As of 09/13/2024 ET) Add Compare Share Share Today's Range$30.66▼$30.8050-Day Range$28.89▼$30.7752-Week Range$24.23▼$31.60Volume230,675 shsAverage Volume218,840 shsMarket Capitalization$436.93 millionAssets Under Management$863.57 millionDividend Yield0.82%Net Expense Ratio0.33% Stock AnalysisStock AnalysisChartHoldingsOwnershipRatingsStock AnalysisChartHoldingsOwnershipRatings Get Capital Group Core Balanced ETF alerts: Email Address About Capital Group Core Balanced ETFThe 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 CGBL Stock Price History View Price History Chart DataSkip Price History Chart 30 days | 90 days | 365 days | Advanced Chart CGBL ETF News HeadlinesNo headlines for this company have been tracked by MarketBeat.com 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 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 Holdings72 Fund Statistics Assets Under Management$863.57 million Average Daily Volume$0.00 Discount/Premium0.05% 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 Interest11,800 shs Miscellaneous Outstanding Shares14,200,000Beta0.76 Creation Unit20,000 Creation Fee$250.00 20 Stocks to Sell NowMarketBeat has just released its list of 20 stocks that Wall Street analysts hate. These companies may appear to have good fundamentals, but top analysts smell something seriously rotten. Are any of these companies lurking around your portfolio? Find out by clicking the link below.Get This Free Report Ad Paradigm PressMan who Predicted Trump 2016 Win: “Prepare for Election Meltdown”Former advisor to the CIA, the Pentagon and the White House Jim Rickards went on multiple TV news programs… A predicted Trump would win. You won’t believe what he’s predicting now.Click here to see it because it’s a SHOCKER… Capital Group Core Balanced ETF ExpensesTypeCGBLAsset Allocation ETFsMulti Asset ETFsNYSEARCA ETFsAll ETFsManagement Fee0.33%0.66%0.71%0.51%0.52%Other Expenses0.00%0.37%0.76%0.58%0.54%Total Expense0.33%0.91%1.24%0.73%0.71%Fee Waiver0.00%-0.33%-0.75%-0.68%-0.58%Net Expense0.33%0.84%0.97%0.58%0.59% Capital Group Core Balanced ETF (CGBL) Holdings & ExposureTop 10 CGBL HoldingsCapital Group Core Plus Income ETF(NYSEARCA:CGCP)Holding Weight: 32.37%Broadcom(NASDAQ:AVGO)Holding Weight: 4.76%Microsoft(NASDAQ:MSFT)Holding Weight: 3.49%Meta Platforms(NASDAQ:META)Holding Weight: 2.74%Alphabet(NASDAQ:GOOG)Holding Weight: 2.29%Taiwan Semiconductor Manufacturing(NYSE:TSM)Holding Weight: 2.21%Eli Lilly and Company(NYSE:LLY)Holding Weight: 2.20%Canadian Natural Resources(NYSE:CNQ)Holding Weight: 2.03%Vertex Pharmaceuticals(NASDAQ:VRTX)Holding Weight: 2.03%CAPITAL GROUP CENTRAL CASH FUN CAPITAL GROUP CNTRL CSH MHolding Weight: 1.95%CGBL Sector ExposureCGBL Industry ExposureFull Holdings Details Similar ETFsFranklin Income Focus ETFNYSEARCA:INCMBrinsmere Fund Conservative ETFNYSEARCA:TBFCBrinsmere Fund Growth ETFNYSEARCA:TBFGYieldMax Universe Fund of Option Income ETFNYSEARCA:YMAXFairlead Tactical Sector ETFNYSEARCA:TACKInstitutional OwnershipCetera Investment AdvisersBought 400,367 shares on 8/22/2024Ownership: 2.819%Sunbelt Securities Inc.Bought 15,978 shares on 8/16/2024Ownership: 1.318%Rockport Wealth LLCBought 41,425 shares on 8/16/2024Ownership: 0.974%Bridgewealth Advisory Group LLCBought 3,900 shares on 8/14/2024Ownership: 0.083%Benjamin F. Edwards & Company Inc.Sold 7,132 shares on 8/13/2024Ownership: 0.341%View All Institutional Transactions CGBL ETF - Frequently Asked Questions How have CGBL shares performed this year? Capital Group Core Balanced ETF's stock was trading at $27.34 at the beginning of 2024. Since then, CGBL stock has increased by 12.5% and is now trading at $30.77. View the best growth stocks for 2024 here. Who are Capital Group Core Balanced ETF's major shareholders? Capital Group Core Balanced ETF's top institutional investors include Advance Capital Management Inc. (14.21%), LPL Financial LLC (10.20%), Envestnet Asset Management Inc. (8.13%) and Commonwealth Equity Services LLC (4.98%). 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. Compare Top Brokerages Here. This page (NYSEARCA:CGBL) was last updated on 9/14/2024 by MarketBeat.com Staff From Our PartnersTim Sykes’ Urgent Trade Alert: “Make this move now”WARNING: 80 Wall Street banks are gearing up for MASSIVE D.C. shock This $2 trillion D.C. shock is NOT abou...Timothy Sykes | SponsoredThe death of Nvidia?Today, I’m warning of another looming catastrophe. Only this time, it’s not in pot stocks, cryptos, or U.S....Porter & Company | Sponsored44-year Wall Street Vet: “Permanent devastation is coming to America”After 44 years on Wall Street, I've seen it all... Black Monday, the Great Recession, the Covid crash. B...InvestorPlace | SponsoredNvidia is Pivoting to Solve Big Tech’s $1 Trillion ProblemTaiwan Semiconductor, a partner of Nvidia’s for more than two decades, has seen its shares explode as much as ...Weiss Ratings | Sponsored24/7 Automated Profits in CryptoWhat if you could make consistent daily profits in crypto with minimal effort? 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