Capital Group Core Balanced ETF (CGBL)
Capital Group Files for 2 New Multi-Asset Income ETFs
On June 9, Capital Group filed for two new actively managed multi-asset ETFs to support its rapidly growing lineup. Thus far in 2026, Capital Group's U.S. ETF suite has captured strong momentum, pulling in more than $25 billion in net inflows and pushing total AUM to $150 billion as of June 10.
CGBL: Mitigating Risk In A Stretched Market
Capital Group Core Balanced ETF (CGBL) is an actively managed multi-asset ETF blending equities, bonds, and cash, launched in September 2023. The fund currently has 66% in equities, 29% in fixed income and maintains moderate company-specific and credit risk. CGBL has outperformed a 60/40 equity/bond benchmark and key competitors in risk-adjusted return since inception.
CGBL: Sensible Multi-Asset Strategy Worth Following
The Capital Group Core Balanced ETF is an actively managed vehicle mixing bonds and equities, with the latter fluctuating between 50% and 75% of the net assets. Since 2023, CGBL has delivered competitive returns, beating AOM, AOK, and AOR, though lagging IVV and AOA. As of May 28, equities in its portfolio demonstrate solid quality and growth characteristics.
Capital Group Core Balanced ETF $CGBL Shares Acquired by Confluence Wealth Services Inc.
Confluence Wealth Services Inc. increased its holdings in shares of Capital Group Core Balanced ETF (NYSEARCA:CGBL) by 75.4% in the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 492,538 shares of the company's stock after purchasing an
Capital Group Core Balanced ETF $CGBL Shares Purchased by Clarity Wealth Advisors LLC
Clarity Wealth Advisors LLC boosted its stake in Capital Group Core Balanced ETF (NYSEARCA:CGBL) by 39.0% during the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 206,693 shares of the company's stock after buying an additional 58,004 shares during the
Base Wealth Management LLC Has $12.03 Million Holdings in Capital Group Core Balanced ETF $CGBL
Base Wealth Management LLC lifted its position in shares of Capital Group Core Balanced ETF (NYSEARCA:CGBL) by 5.1% during the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 340,480 shares of the company's stock after acquiring an additional 16,438
Capital Group Core Balanced ETF $CGBL Shares Purchased by Stratos Wealth Partners LTD.
Stratos Wealth Partners LTD. boosted its stake in shares of Capital Group Core Balanced ETF (NYSEARCA:CGBL) by 46.8% during the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 273,120 shares of the company's stock after buying an additional 87,052 shares during
Stratos Wealth Advisors LLC Purchases 17,002 Shares of Capital Group Core Balanced ETF $CGBL
Stratos Wealth Advisors LLC raised its position in Capital Group Core Balanced ETF (NYSEARCA:CGBL) by 26.5% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 81,218 shares of the company's stock after purchasing an additional 17,002 shares during the quarter. Stratos
Capital Group Core Balanced ETF $CGBL Shares Bought by Clg LLC
Clg LLC raised its holdings in Capital Group Core Balanced ETF (NYSEARCA:CGBL) by 31.7% during the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 164,351 shares of the company's stock after purchasing an additional 39,576 shares during the
Capital Group Core Balanced ETF (NYSEARCA:CGBL) Short Interest Up 2,163.9% in March
Capital Group Core Balanced ETF (NYSEARCA:CGBL - Get Free Report) was the recipient of a large increase in short interest in March. As of March 13th, there was short interest totaling 735,802 shares, an increase of 2,163.9% from the February 26th total of 32,501 shares. Approximately 0.5% of the company's stock are sold short. Based
West Coast Powerhouse: Inside Capital Group's Rapid Growth at Exchange 2026
In a span of just four years, The Capital Group Companies went from ETF rookie to perennial All-Star. The Los Angeles-based firm has already amassed over $120 billion in assets dispersed across its suite of 25 active ETFs.
Focus Partners Advisor Solutions LLC Raises Stock Holdings in Capital Group Core Balanced ETF $CGBL
Focus Partners Advisor Solutions LLC increased its holdings in shares of Capital Group Core Balanced ETF (NYSEARCA:CGBL) by 155.5% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 41,249 shares of the company's stock after acquiring an additional 25,105 shares
Bleakley Financial Group LLC Purchases 35,271 Shares of Capital Group Core Balanced ETF $CGBL
Bleakley Financial Group LLC increased its position in Capital Group Core Balanced ETF (NYSEARCA:CGBL) by 37.3% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 129,953 shares of the company's stock after purchasing an additional 35,271 shares
Cullen Frost Bankers Inc. Has $6.64 Million Stock Holdings in Capital Group Core Balanced ETF $CGBL
Cullen Frost Bankers Inc. raised its position in Capital Group Core Balanced ETF (NYSEARCA:CGBL) by 23.2% during the undefined quarter, according to its most recent filing with the SEC. The institutional investor owned 191,255 shares of the company's stock after acquiring an additional 35,975 shares during the period. Cullen Frost Bankers Inc.
Capital Group Core Balanced ETF $CGBL Shares Acquired by Envestnet Portfolio Solutions Inc.
Envestnet Portfolio Solutions Inc. grew its holdings in Capital Group Core Balanced ETF (NYSEARCA:CGBL) by 21.9% during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 104,253 shares of the company's stock after acquiring an additional 18,752 shares during the period. Envestnet
B. Riley Wealth Advisors Inc. Has $14.62 Million Stock Holdings in Capital Group Core Balanced ETF $CGBL
B. Riley Wealth Advisors Inc. increased its position in shares of Capital Group Core Balanced ETF (NYSEARCA:CGBL) by 9.7% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 421,154 shares of the company's stock after buying an additional 37,080 shares during
Capital Group Core Balanced ETF $CGBL is High Net Worth Advisory Group LLC’s 9th Largest Position
High Net Worth Advisory Group LLC increased its position in shares of Capital Group Core Balanced ETF (NYSEARCA:CGBL) by 61.8% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 266,513 shares of the company's stock after buying an additional 101,768 shares during the
CGBL: A Solid ETF For Modest Risk-Tolerance Investors To Earn Healthy Returns
Capital Group Core Balanced ETF (CGBL) earns a Buy rating for its balanced, multi-asset approach and strong risk-adjusted returns. CGBL targets 50–75% allocation to high-momentum, dividend-paying equities, with the remainder in defensive fixed income, limiting downside risk. I project CGBL to reach $43 per share by end of 2026, supported by robust market conditions and active portfolio management.
Continuum Advisory LLC Grows Holdings in Capital Group Core Balanced ETF $CGBL
Continuum Advisory LLC lifted its stake in shares of Capital Group Core Balanced ETF (NYSEARCA:CGBL) by 85.8% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 45,011 shares of the company's stock after buying an additional 20,786 shares during
Capital Group Core Balanced ETF $CGBL Shares Purchased by Bare Financial Services Inc
Bare Financial Services Inc grew its holdings in shares of Capital Group Core Balanced ETF (NYSEARCA:CGBL) by 22.5% in the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 36,522 shares of the company's stock after acquiring an additional 6,720 shares during