CGBL · Capital Group Core Balanced ETF
$38.41
-0.16 (-0.41%)
At close · Aug 14
Price & Indicators
20d MA
50d MA
200d MA
Earnings
Filing
Insider
Congress
Investor day
Close$38.41
Open$38.59
Day$38.38–38.59
52W close$33.68–38.57
Avg vol 30d1.6M
Short int187K · 1.0d
Short vol27%
DataSep 2023–Aug 2026
Up next
FQ3-26 quarter ends
~Sep 30, 2026
Est
Equibles Rating
blended score · not investment adviceOverall
Strong Buy
SellHoldBuy
Technical
Strong Buy
Momentum
Strong
Sentiment
Neutral
Fundamentals
Limited
Quant / Vol
Very Low
Market backdrop
VIX 14.3 · calm
Equity put/call 0.52
Technical
price trend
50 / 200-day cross
No cross
Price vs 200-day avg
+6%
above
Price vs 50-day avg
+2%
above
RSI (14)
63
neutral
MACD trend
Positive
52-week position
97%
near high
Momentum
relative strength
1-month return
+3%
trailing
6-month return
+6%
trailing
YTD return
+9%
this year
Relative strength
−7%
vs S&P · 6-mo
Sentiment
smart money
Trend (MA cross)
No cross
50d $38 › 200d $36 — 50d above 200d
Institutional flow
Distributing
-82% holders QoQ · +9 funds added
Insider flow
Flat
No net insider activity over 90 days
Short interest
Falling
▼ -75.7% MoM · 1.0 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Steady
56 holders — mid 4-yr range
Fundamentals
Not enough data for a confident read.
Quant / Vol
risk profile
Volatility
10%
annualized · 1-yr
Max drawdown
−8%
past year
ATR
0.8%
of price · 14-day
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Technicals
trend & momentum for long-term holders Strong Buy
50 / 200-day cross
No cross
Neutral
Price vs 200-day avg
+6%
Bullish
Price vs 50-day avg
+2%
Bullish
RSI (14)
63
Neutral
MACD trend
Positive
Bullish
52-week position
97%
Bullish
Market signals — smart money & positioning
Mixed
Trend (MA cross)
No cross
50d $38 › 200d $36 — 50d above 200d
Institutional flow
Distributing
-82% holders QoQ · +9 funds added
Insider flow
Flat
No net insider activity over 90 days
Short interest
Falling
▼ -75.7% MoM · 1.0 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Steady
56 holders — mid 4-yr range
Price context
position in its 52-week range
Range low $34
Now $38 · 97%
Range high $39
vs 200-day avg +6%
vs 50-day avg +2%
Illustrative technical + ownership context — a signal mix, not investment advice.
At a glance
key data from every sectionOwnership
Institutional Holders
Reducing
Holders
56
- Net QoQ
- -68.7M sh
- Top holder
- Advance Capital Managemen…
Short & Settlement
Filings
Performance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| CGBL | +0.1% | +3.3% | +5.8% | +3.2% | +8.7% |
| SPY | +1.2% | +3.6% | +12.8% | +4.1% | +14.1% |
| vs SPY | -1.2% | -0.4% | -7.0% | -1.0% | -5.4% |
Capital returns
Latest dividend
$0.163
/ share · ex Jun 30, 2026
Paid (TTM)
$0.701
/ share · 4 payouts
Dividend yield (TTM, derived)
1.83%
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
Key facts
CIK
1970533
CUSIP
14021D107
13F (30d)
57 filings
57 filers