Skip to main content

ASSETMARK, INC

Position in CGDV — Capital Group Dividend Value ETF

CIK 1344551 CONCORD, CA

Position in CGDV

as of Mar 31, 2026 · filed May 6, 2026
Position Value
$35,975,312
+$2,725,953 QoQ
Shares Held
845,682
+11.0% QoQ
Ownership
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in CGDV Over Time

Shares Held

Position Value (USD)

All Filings in CGDV

Export CSV
11 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $35,975,312 845,682
2025-12-31 $33,249,359 761,901
2025-09-30 $29,643,086 705,284
2025-06-30 $31,504,213 797,777
2025-03-31 $28,376,140 796,188
2024-12-31 $26,729,407 758,066
2024-09-30 $26,857,227 737,026
2024-06-30 $18,167,886 550,542
2024-03-31 $17,350,125 533,850
2023-12-31 $16,637,829 557,568
2023-09-30 $14,101,971 532,753