TWD
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True Wealth Design’s OPAL Fuels OPAL Stock Holding History

True Wealth Design’s Portfolio OPAL Stock Details OPAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$175 Sell
100
-35
-26% -$74 ﹤0.01% 2369
2026
Q2 		$297 Sell
135
-5
-4% -$11 ﹤0.01% 2359
2026
Q1 		$353 Sell
140
-120
-46% -$275 ﹤0.01% 2171
2025
Q4 		$613 Buy
260
+124
+91% +$299 ﹤0.01% 1886
2025
Q3 		$300 Buy
+136
New +$321 ﹤0.01% 2187

Other funds holding OPAL

Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

True Wealth Design's OPAL Position: Q3 2026 in Review

True Wealth Design reduced its OPAL Fuels (OPAL) stake by 26% in Q3 2026, selling an estimated $74 and leaving 100 shares worth $175. The position accounts for ﹤0.01% of the portfolio, ranked #2369.

True Wealth Design first reported a position in OPAL in Q3 2025 and has held it in 5 quarters since. The position peaked at $613 in Q4 2025. 6 funds tracked by Wall St. Rank hold OPAL as of Q3 2026.

  • True Wealth Design held 100 shares of OPAL Fuels worth $175 as of Q3 2026.
  • True Wealth Design sold 35 OPAL Fuels shares in Q3 2026, an estimated $74.
  • OPAL Fuels made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2369 holding.
  • True Wealth Design first reported a position in OPAL Fuels in Q3 2025 and has held it in 5 quarters since.
  • True Wealth Design's OPAL Fuels position peaked at $613 in Q4 2025.
  • 6 funds tracked by Wall St. Rank held OPAL Fuels as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.