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AlphaCore Capital LLC

Position in CGDV — Capital Group Dividend Value ETF

CIK 1713662 LA JOLLA, CA

Position in CGDV

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$1,134,286
-$10,783 QoQ
Shares Held
26,664
+1.6% QoQ
Ownership
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $1,134,286 26,664
2025-12-31 $1,145,069 26,239
2025-09-30 $1,077,481 25,636
2025-06-30 $624,771 15,821
2025-03-31 $476,827 13,379