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BEACON FINANCIAL GROUP

Position in CGDV — Capital Group Dividend Value ETF

CIK 1591379 DALLAS, TX

Position in CGDV

as of Mar 31, 2026 · filed Apr 30, 2026
Position Value
$374,437
-$9,682 QoQ
Shares Held
8,802
0.0% QoQ
Ownership
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2024
6 quarters on record

Common Shares in CGDV Over Time

Shares Held

Position Value (USD)

All Filings in CGDV

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6 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $374,437 8,802
2025-12-31 $384,119 8,802
2025-09-30 $346,747 8,250
2025-06-30 $325,792 8,250
2025-03-31 $269,367 7,558
2024-12-31 $257,785 7,311