Capital Group Core Balanced ETF
CGBLFinancial·Exchange Traded Fund·USA·NYSE·Nov 11 • 3:59 PM ET
Price
CGBL against its 20, 50 and 200-day averages3.8% under the 52-week high of 38.68 on 13 Aug 2026. 52-week low 33.68 on 30 Mar 2026. Last 15 sessions, 2.5% high to low
the line is the 50-bar volume average
Profile
CGBLCapital Group Core Balanced ETF seeks to provide a balanced approach to total return (including income and capital gains) that is consistent with the preservation of capital over the long-term. In seeking to pursue its investment objective, the fund varies its mix of direct or indirect exposure to equity securities, debt securities and money market instruments and cash. Under normal market conditions, the fund's investment adviser will maintain the following investment mix: 50%-75% in equity securities, at least 25% in debt securities, and the remainder of the fund's assets (if any) in money market instruments and cash. The fund is non-diversified.
Quarterly earnings
actual against estimate| Period | Reported | EPS act | EPS est | EPS rep | Sales act | Sales est | Analysts |
|---|---|---|---|---|---|---|---|
| No quarterly earnings. | |||||||
Annual earnings
| Period | EPS act | EPS est | EPS rep | Sales act | Sales est |
|---|---|---|---|---|---|
| No annual earnings. | |||||
Estimate revisions
last 14 periods| Period | Type | Date | Estimates | Up | Down | Mean | Low | High |
|---|---|---|---|---|---|---|---|---|
| No estimate revisions. | ||||||||
Estimate history
| No estimate history. |
Income statement, annual
No statement data.
Income statement, quarterly
No statement data.
Balance sheet, annual
No statement data.
Cash flow, annual
No statement data.
Balance sheet, quarterly
No statement data.
Cash flow, quarterly
No statement data.
Revenue breakdown
| Revenue split | - |
|---|
Short interest
shares short against float, oldest to newest| Settlement | Of float | Shares short | Float | Avg volume |
|---|---|---|---|---|
| 2026-10-30 | - | 0.2M | - | 1.28M |
| 2026-10-15 | - | 0.8M | - | 1.35M |
| 2026-09-30 | - | 0.8M | - | 1.45M |
| 2026-09-15 | - | 0.1M | - | 1.66M |
| 2026-08-31 | - | 0.2M | - | 1.82M |
| 2026-08-14 | - | 0.6M | - | 2.06M |
| 2026-07-31 | - | 0.2M | - | 2.04M |
| 2026-07-15 | - | 0.8M | - | 1.92M |
| 2026-06-30 | - | 0.2M | - | 1.83M |
| 2026-06-15 | - | 0.5M | - | 1.55M |
| 2026-05-29 | - | 1.7M | - | 1.36M |
| 2026-05-15 | - | 0.1M | - | 1.20M |
| 2026-04-30 | - | 0.6M | - | 1.22M |
| 2026-04-15 | - | 0.0M | - | 1.30M |
| 2026-03-31 | - | 0.0M | - | 1.27M |
| 2026-03-13 | - | 0.7M | - | 1.26M |
| 2026-02-27 | - | 0.0M | - | 1.23M |
| 2026-02-13 | - | 0.3M | - | 1.09M |
| 2026-01-30 | - | 0.8M | - | 1.03M |
| 2026-01-15 | - | 0.3M | - | 932.66K |
Option chain
expiry 2026-11-12| Type | Strike | Bid | Ask | Last | IV | Open int | Volume | Delta | Theta | Vega |
|---|---|---|---|---|---|---|---|---|---|---|
| No option chain for this symbol. | ||||||||||
Latest SEC filings
0| Filed | Form | Description | Period | Link |
|---|---|---|---|---|
| No filings. | ||||
Insider activity by month
| Month | Bought | Buys | Sold | Sells |
|---|---|---|---|---|
| 2026-11 | 0 | 0 | 0 | 0 |
| 2026-10 | 0 | 0 | 0 | 0 |
| 2026-09 | 0 | 0 | 0 | 0 |
| 2026-08 | 0 | 0 | 0 | 0 |
| 2026-07 | 0 | 0 | 0 | 0 |
| 2026-06 | 0 | 0 | 0 | 0 |
| 2026-05 | 0 | 0 | 0 | 0 |
| 2026-04 | 0 | 0 | 0 | 0 |
| 2026-03 | 0 | 0 | 0 | 0 |
| 2026-02 | 0 | 0 | 0 | 0 |
| 2026-01 | 0 | 0 | 0 | 0 |
| 2025-12 | 0 | 0 | 0 | 0 |
| 2025-11 | 0 | 0 | 0 | 0 |
Institutional holders
| Manager | % owned |
|---|---|
| LPL Financial LLC | 10.18% |
| Advance Capital Management, Inc. | 6.54% |
| WELLS FARGO & COMPANY/MN | 5.51% |
| ENVESTNET ASSET MANAGEMENT INC | 5.24% |
| MORGAN STANLEY | 3.34% |
| RAYMOND JAMES FINANCIAL INC | 3.08% |
| Cetera Investment Advisers | 2.62% |
| Forge Financial Services LLC | 1.96% |
| OSAIC HOLDINGS, INC. | 1.95% |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.88% |
Funds
| Fund | % owned |
|---|---|
| Mindful Conservative ETF | 0.00% |
OakChart. CGBL. Cached 15 minutes.
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