Kestra Advisory Services’s Capital Group Core Balanced ETF CGBL Stock Holding History
Bought
Maintained
Sold
Other funds holding CGBL
ACM
FFS
Kestra Advisory Services's CGBL Position: Q2 2026 in Review
Kestra Advisory Services increased its Capital Group Core Balanced ETF (CGBL) stake by 12% in Q2 2026, buying an estimated $6.84M and bringing the position to 1,758,593 shares worth $66.8M. The position accounts for 0.22% of the portfolio, ranked #87.
Kestra Advisory Services first reported a position in CGBL in Q4 2023 and has held it in 11 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.
- Kestra Advisory Services held 1,758,593 shares of Capital Group Core Balanced ETF worth $66.8M as of Q2 2026.
- Kestra Advisory Services bought 185,041 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $6.84M.
- Capital Group Core Balanced ETF made up 0.22% of Kestra Advisory Services's portfolio in Q2 2026, its #87 holding.
- Kestra Advisory Services first reported a position in Capital Group Core Balanced ETF in Q4 2023 and has held it in 11 quarters since.
- 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.
Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.