Capital Group Core Balanced shares owned by Kestra Advisory Services
Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Kestra Advisory Services
from 13F filings
Historical chart of Kestra Advisory Services investment in Capital Group Core Balanced
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Quarterly reported holdings in Capital Group Core Balanced by Kestra Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $38M | 1.1M | 34.72 |
| 2025-06-30 | $27M | 807k | 33.44 |
| 2025-03-31 | $21M | 673k | 30.98 |
| 2024-12-31 | $22M | 706k | 31.27 |
| 2024-09-30 | $18M | 575k | 31.05 |
| 2024-06-30 | $6.9M | 231k | 29.73 |
| 2024-03-31 | $4.0M | 137k | 29.11 |
| 2023-12-31 | $3.7M | 134k | 27.34 |