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Kestra Investment Management’s Capital Group Core Balanced ETF CGBL Stock Holding History

Kestra Investment Management’s Portfolio CGBL Stock Details CGBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-25,411
Closed -$898K – 455
2025
Q4 		$898K Buy
25,411
+276
+1% +$9.66K 0.02% 216
2025
Q3 		$873K Buy
+25,135
New +$856K 0.02% 213

Other funds holding CGBL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FFS
Forge Financial Services Edmond, Oklahoma $987M AUM 14.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Kestra Investment Management's CGBL Position: Q1 2026 in Review

Kestra Investment Management sold out of Capital Group Core Balanced ETF (CGBL) in Q1 2026, closing a stake of 25,411 shares — an estimated $898K sold.

Kestra Investment Management first reported a position in CGBL in Q3 2025 and held it in 2 quarters. The position peaked at $898K in Q4 2025. 319 funds tracked by Wall St. Rank hold CGBL as of Q1 2026.

  • Kestra Investment Management reported no remaining Capital Group Core Balanced ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Investment Management sold 25,411 Capital Group Core Balanced ETF shares in Q1 2026, an estimated $898K.
  • Kestra Investment Management first reported a position in Capital Group Core Balanced ETF in Q3 2025 and held it in 2 quarters.
  • Kestra Investment Management's Capital Group Core Balanced ETF position peaked at $898K in Q4 2025.
  • 319 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.