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BIP Wealth, LLC

Position in CGDV — Capital Group Dividend Value ETF

CIK 1590214 ATLANTA, GA

Position in CGDV

as of Mar 31, 2026 · filed Apr 27, 2026
Position Value
$28,041,687
+$581,654 QoQ
Shares Held
659,184
+4.8% QoQ
Ownership
of shares outstanding
% of Portfolio
3.40%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $28,041,687 659,184
2025-12-31 $27,460,033 629,240
2025-09-30 $212,251 5,050