Retirement Planning Group, LLC
PensionPosition in CGDV — Capital Group Dividend Value ETF
CIK 1508195
LEAWOOD, KS
Position in CGDV
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$1,099,956
+$724,216 QoQ
Shares Held
25,857
+200.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,099,956 | 25,857 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $375,740 | 8,610 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $456,740 | 10,867 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||