GREENWOOD CAPITAL ASSOCIATES LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1161822
GREENWOOD, SC
Position in CGDV
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$4,364,986
+$1,699,019 QoQ
Shares Held
102,609
+68.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CGDV Over Time
Shares Held
Position Value (USD)
All Filings in CGDV
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,364,986 | 102,609 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,665,967 | 61,090 | Shares | Sole | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||