Kestra Advisory Services, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1830819
AUSTIN, TX
Position in CGBL
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$54,145,924
+$8,134,076 QoQ
Shares Held
1,573,552
+20.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Common Shares in CGBL Over Time
Shares Held
Position Value (USD)
All Filings in CGBL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $54,145,924 | 1,573,552 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $46,011,848 | 1,302,345 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $37,507,425 | 1,080,283 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $26,992,366 | 807,188 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $20,841,237 | 672,732 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $22,072,054 | 705,854 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $17,861,481 | 575,249 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $6,877,321 | 231,326 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,995,755 | 137,264 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,664,626 | 134,039 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||