VestGen Investment Management
Position in CGDV — Capital Group Dividend Value ETF
CIK 1511739
EGG HARBOR TOWNSHIP, NJ
Position in CGDV
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$577,990
-$48,244 QoQ
Shares Held
13,587
-5.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $577,990 | 13,587 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $626,234 | 14,350 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $611,452 | 14,548 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $693,641 | 17,565 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $576,583 | 16,178 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $554,921 | 15,738 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $415,416 | 11,400 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $231,396 | 7,012 | Shares | Sole | 2024-08-05 | |
| No filing history on record for this holder in this stock. | ||||||