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Opal Wealth Advisors’s Capital Group Core Balanced ETF CGBL Stock Holding History

Opal Wealth Advisors’s Portfolio CGBL Stock Details CGBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$86.6K Buy
+2,516
New +$90.1K 0.02% 301
2025
Q3 		– Sell
-1,372
Closed -$45.9K – 258
2025
Q2 		$45.9K Buy
1,372
+709
+107% +$22.4K 0.01% 384
2025
Q1 		$20.5K Buy
+663
New +$21K 0.01% 525

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Envestnet Asset Management
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Wells Fargo
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Morgan Stanley
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Cetera Investment Advisers
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FFS
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Raymond James Financial
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Commonwealth Equity Services
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return