KESTRA PRIVATE WEALTH SERVICES, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1649451
AUSTIN, TX
All Filings in CGBL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,498,627 | 540,006 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $16,577,017 | 481,750 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $16,953,877 | 479,872 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $16,364,334 | 471,323 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $15,374,909 | 459,776 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $6,304,337 | 203,497 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $5,942,644 | 190,043 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $3,498,807 | 112,683 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $506,093 | 17,023 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||