KESTRA PRIVATE WEALTH SERVICES, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1649451
AUSTIN, TX
Position in CGBL
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$16,577,017
-$376,860 QoQ
Shares Held
481,750
+0.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Common Shares in CGBL Over Time
Shares Held
Position Value (USD)
All Filings in CGBL
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||