GeoWealth Management, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1593387
CHICAGO, IL
Position in CGDV
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$285,230
-$19,464 QoQ
Shares Held
6,705
-4.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 57%
Shared 43%
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 | $285,230 | 6,705 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $304,694 | 6,982 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $244,236 | 5,811 | Shares | Other | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||