NYSEARCA:CGBL Capital Group Core Balanced ETF (CGBL) Price, Holdings, & News $37.73 +0.16 (+0.43%) As of 05:10 PM Eastern Add Compare Share Share Stock Analysis Stock AnalysisChartDividendHoldingsOwnershipRatingsShort InterestBuy This Stock About Capital Group Core Balanced ETF (NYSEARCA:CGBL) View Price History Chart DataSkip Price History Chart 1 Day 5 Days 30 Days 90 Days 1 Year Advanced 1 Day 1 Day 5 Days 30 Days 90 Days 1 Year Advanced Show volume Show extended hours Get CGBL alerts:Sign Up Key Stats Today's Range$37.44▼$37.7750-Day Range$33.78▼$37.5752-Week Range$31.97▼$37.77Volume2.70 million shsAverage Volume1.37 million shsMarket Capitalization$6.28 billionAssets Under Management$6.55 billionDividend Yield1.51%Net Expense Ratio0.33%Aggregate RatingModerate Buy ETF Overview 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. 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%0.63%0.71%0.51%0.53%Other Expenses0.00%0.33%0.68%0.58%0.55%Total Expense0.33%0.86%1.16%0.74%0.73%Fee Waiver0.00%-0.17%-0.52%-0.70%-0.62%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. 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CGBL ETF News HeadlinesCGBL: A Solid ETF For Modest Risk-Tolerance Investors To Earn Healthy ReturnsJanuary 19, 2026 | seekingalpha.comCGBL: Multi-Asset ETF With A Good StartSeptember 10, 2025 | seekingalpha.comI paid $5,000 to hear Elon say thisOne investor paid $5,000 to be in a private room with Elon Musk in Los Angeles - and what he heard confirmed a conviction 15 years in the making. Musk is launching a project 27 years in the making that could be his biggest move yet. One analyst believes there is a single stock positioned to benefit most - and he is giving away the name for free.May 28 at 1:00 AM | InvestorPlace (Ad)CGBL: 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 $35.33 at the beginning of the year. Since then, CGBL shares have increased by 6.8% and is now trading at $37.73. Who are Capital Group Core Balanced ETF's major shareholders? Capital Group Core Balanced ETF's top institutional shareholders include Advance Capital Management Inc. (7.23%), Cetera Investment Advisers (2.43%), Royal Bank of Canada (1.40%) and Kestra Advisory Services LLC (0.95%). 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 Holdings75 Fund Statistics Assets Under Management$6.55 billion Average Daily Volume$0.00 Discount/Premium0.04% 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 Interest558,600 shs Miscellaneous Outstanding Shares166,400,000Beta0.69 Creation Unit20,000 Creation Fee$250.00 Analysts Agree—These Gold Picks Outshine the RestUnlock the timeless value of gold with our exclusive 2026 Gold Forecasting Report. Explore why gold remains the ultimate investment for safeguarding wealth against inflation, economic shifts, and global uncertainties. Whether you're planning for future generations or seeking a reliable asset in turbulent times, this report is your essential guide to making informed decisions.Get This Free Report Top 10 CGBL HoldingsCapital Group Core Plus Income ETF (NYSEARCA:CGCP)Holding Weight: 20.05%Capital Group Core Bond ETF (NYSEARCA:CGCB)Holding Weight: 13.46%Broadcom (NASDAQ:AVGO)Holding Weight: 5.42%Alphabet (NASDAQ:GOOG)Holding Weight: 3.41%Taiwan Semiconductor Manufacturing (NYSE:TSM)Holding Weight: 3.38%Philip Morris International (NYSE:PM)Holding Weight: 2.64%Microsoft (NASDAQ:MSFT)Holding Weight: 2.46%NVIDIA (NASDAQ:NVDA)Holding Weight: 1.79%Apple (NASDAQ:AAPL)Holding Weight: 1.72%Micron Technology (NASDAQ:MU)Holding Weight: 1.68%Full Holdings DetailsCGBL Sector ExposureCGBL Industry Exposure This page (NYSEARCA:CGBL) was last updated on 5/28/2026 by MarketBeat.com Staff. 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