Capital Group Core Balanced ETF $CGBL Shares Purchased by Kestra Advisory Services LLC

Posted by Brenda Bartman on Nov 6th, 2026

Kestra Advisory Services LLC lifted its holdings in Capital Group Core Balanced ETF (NYSEARCA:CGBL – Free Report) by 15.0% during the 3rd quarter, Holdings Channel.com reports. The firm owned 2,022,707 shares of the company’s stock after buying an additional 264,114 shares during the period. Kestra Advisory Services LLC’s holdings in Capital Group Core Balanced ETF were worth $74,334,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Parkside Financial Bank & Trust purchased a new position in shares of Capital Group Core Balanced ETF in the second quarter worth approximately $33,000. Anchor Investment Management LLC purchased a new stake in Capital Group Core Balanced ETF during the first quarter valued at approximately $43,000. North Star Investment Management Corp. purchased a new stake in Capital Group Core Balanced ETF during the third quarter valued at approximately $74,000. CX Institutional purchased a new stake in Capital Group Core Balanced ETF during the third quarter valued at approximately $78,000. Finally, CoreCap Advisors LLC increased its holdings in Capital Group Core Balanced ETF by 130.9% during the third quarter. CoreCap Advisors LLC now owns 2,122 shares of the company’s stock valued at $78,000 after buying an additional 1,203 shares during the last quarter.

Capital Group Core Balanced ETF Trading Down 2.3%

CGBL opened at $36.41 on Friday. Capital Group Core Balanced ETF has a 1-year low of $33.67 and a 1-year high of $38.68. The company has a market capitalization of $7.81 billion, a PE ratio of 25.37 and a beta of 0.70. The firm’s 50 day simple moving average is $37.26 and its two-hundred day simple moving average is $36.90.

Capital Group Core Balanced ETF Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, October 1st. Stockholders of record on Wednesday, September 30th were paid a $0.2056 dividend. This is a positive change from Capital Group Core Balanced ETF’s previous quarterly dividend of $0.1634. The ex-dividend date was Wednesday, September 30th. This represents a $0.82 annualized dividend and a dividend yield of 2.3%.

Capital Group Core Balanced ETF Company Profile

(Free Report)

The Capital Group Core Balanced ETF (CGBL) is an exchange-traded fund that mostly invests in target outcome asset allocation. The fund is an actively managed fund-of-funds that offers a balanced approach to total return and capital preservation. The fund employs an active asset allocation strategy to invest in equities, debts, money market instruments, and cash. CGBL was launched on Sep 26, 2023 and is issued by Capital Group.