Beta Wealth Group, Inc.
Position in CGDV — Capital Group Dividend Value ETF
CIK 1594417
SAN DIEGO, CA
Position in CGDV
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$2,177,409
-$270,969 QoQ
Shares Held
51,185
-8.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.65%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Common Shares in CGDV Over Time
Shares Held
Position Value (USD)
All Filings in CGDV
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,177,409 | 51,185 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,448,378 | 56,104 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,401,636 | 57,141 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $8,895,991 | 225,272 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $8,007,809 | 224,686 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||