Question 1

Does Kestra Advisory Services own CGBL stock?

Accepted Answer

Yes. As of its Q3 2026 13F, Kestra Advisory Services holds 2,022,707 shares of CGBL (Capital Group Core Balanced), worth $74.3M.

Question 2

How many shares of CGBL does Kestra Advisory Services own?

Accepted Answer

As of its Q3 2026 13F, Kestra Advisory Services holds 2,022,707 shares of CGBL (Capital Group Core Balanced).

Question 3

What is Kestra Advisory Services' CGBL position worth?

Accepted Answer

As of its Q3 2026 13F, Kestra Advisory Services' CGBL position is worth $74.3M.

Question 4

Is Kestra Advisory Services buying or selling CGBL?

Accepted Answer

In Q3 2026, Kestra Advisory Services increased its CGBL position by 264,114 shares (+15.0%).

Question 5

When did Kestra Advisory Services first buy CGBL?

Accepted Answer

Kestra Advisory Services first reported CGBL in its Q4 2023 13F and has listed it in 12 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q3 Latest	Increased	2M	+15.0%	$74.3M	0.2%	$36.75	41
2026-Q2	Increased	1.8M	+11.8%	$66.8M	0.2%	$37.75	40
2026-Q1	Increased	1.6M	+20.8%	$54.1M	0.2%	$34.07	42
2025-Q4	Increased	1.3M	+20.6%	$46M	0.2%	$34.85	42
2025-Q3	Increased	1.1M	+33.8%	$37.5M	0.2%	$34.03	45
2025-Q2	Increased	807,188	+20.0%	$27M	0.1%	$32.61	41
2025-Q1	Decreased	672,732	-4.7%	$20.8M	0.1%	$30.06	0
2024-Q4	Increased	705,854	+22.7%	$22.1M	0.1%	$30.22	41
2024-Q3	Increased	575,249	+148.7%	$17.9M	0.1%	$29.81	46