Cornerstone Wealth Management, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1674117
ST. PETERS, MO
Position in CGDV
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$4,994,706
+$2,830,948 QoQ
Shares Held
117,412
+136.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in CGDV Over Time
Shares Held
Position Value (USD)
All Filings in CGDV
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,994,706 | 117,412 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,163,758 | 49,582 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,109,592 | 26,400 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $877,981 | 22,233 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $749,295 | 21,024 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $727,061 | 20,620 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $481,627 | 13,217 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $220,209 | 6,673 | Shares | Sole | 2024-07-16 | |
| No filing history on record for this holder in this stock. | ||||||