Capital Group Core Balanced ETF $CGBL Shares Bought by Mesirow Financial Investment Management Inc.

Posted by Nicole Kennedy on Feb 26th, 2026

Mesirow Financial Investment Management Inc. lifted its position in shares of Capital Group Core Balanced ETF (NYSEARCA:CGBL – Free Report) by 27.0% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 367,638 shares of the company’s stock after acquiring an additional 78,138 shares during the quarter. Mesirow Financial Investment Management Inc.’s holdings in Capital Group Core Balanced ETF were worth $12,765,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also recently added to or reduced their stakes in CGBL. US Bancorp DE raised its holdings in shares of Capital Group Core Balanced ETF by 204.6% during the third quarter. US Bancorp DE now owns 1,645 shares of the company’s stock worth $57,000 after purchasing an additional 1,105 shares during the period. Allworth Financial LP grew its position in shares of Capital Group Core Balanced ETF by 9.1% during the 2nd quarter. Allworth Financial LP now owns 4,666 shares of the company’s stock valued at $156,000 after buying an additional 390 shares during the last quarter. Savvy Advisors Inc. acquired a new stake in Capital Group Core Balanced ETF during the second quarter worth about $203,000. M.E. Allison & CO. Inc. bought a new position in Capital Group Core Balanced ETF in the third quarter worth about $207,000. Finally, Orion Porfolio Solutions LLC acquired a new position in Capital Group Core Balanced ETF in the second quarter valued at approximately $214,000.

Capital Group Core Balanced ETF Trading Up 0.4%

NYSEARCA:CGBL opened at $36.67 on Thursday. The stock has a 50 day moving average of $36.06 and a 200-day moving average of $35.17. The firm has a market capitalization of $4.95 billion, a PE ratio of 25.37 and a beta of 0.69. Capital Group Core Balanced ETF has a 52 week low of $28.22 and a 52 week high of $36.71.

Capital Group Core Balanced ETF Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, December 29th. Investors of record on Friday, December 26th were paid a dividend of $0.2251 per share. This represents a $0.90 dividend on an annualized basis and a yield of 2.5%. The ex-dividend date was Friday, December 26th. This is an increase from Capital Group Core Balanced ETF’s previous quarterly dividend of $0.19.

Capital Group Core Balanced ETF Company Profile

(Free Report)

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.