Kestra Private Wealth Services’s Capital Group Core Balanced ETF CGBL Stock Holding History

Kestra Private Wealth Services's CGBL Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Capital Group Core Balanced ETF (CGBL) stake by 12% in Q2 2026, buying an estimated $2.15M and bringing the position to 540,006 shares worth $20.5M. The position accounts for 0.23% of the portfolio, ranked #99.

Kestra Private Wealth Services first reported a position in CGBL in Q2 2024 and has held it in 9 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

• Kestra Private Wealth Services held 540,006 shares of Capital Group Core Balanced ETF worth $20.5M as of Q2 2026.
• Kestra Private Wealth Services bought 58,256 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $2.15M.
• Capital Group Core Balanced ETF made up 0.23% of Kestra Private Wealth Services's portfolio in Q2 2026, its #99 holding.
• Kestra Private Wealth Services first reported a position in Capital Group Core Balanced ETF in Q2 2024 and has held it in 9 quarters since.
• 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.