Gerber Kawasaki Wealth & Investment Management
Position in CGDV — Capital Group Dividend Value ETF
CIK 1666736
SANTA MONICA, CA
Position in CGDV
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$36,503,914
-$931,350 QoQ
Shares Held
858,108
+0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 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
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $36,503,914 | 858,108 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $37,435,264 | 857,820 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $35,684,730 | 849,030 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $34,027,348 | 861,670 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $29,695,390 | 833,204 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $29,194,962 | 827,991 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $28,323,281 | 777,258 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $26,757,126 | 810,822 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $25,396,605 | 781,434 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $23,418,700 | 784,809 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $19,647,966 | 742,273 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $20,518,087 | 758,805 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $19,168,435 | 768,582 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $17,325,533 | 734,444 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $10,555,996 | 516,944 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $9,646,837 | 432,206 | Shares | Sole | 2022-08-04 | |
| No filing history on record for this holder in this stock. | ||||||