Opal Wealth Advisors, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1844201
JERICHO, NY
Position in CGBL
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$86,575
+$40,696 QoQ
Shares Held
2,516
+83.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CGBL Over Time
Shares Held
Position Value (USD)
All Filings in CGBL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $86,575 | 2,516 | Shares | Sole | 2026-04-14 | |
| 2025-06-30 | $45,879 | 1,372 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $20,539 | 663 | Shares | Sole | 2025-04-16 | |
| No filing history on record for this holder in this stock. | ||||||