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Trilogy Capital Inc.

Position in CGDV — Capital Group Dividend Value ETF

CIK 1722512 IRVINE, CA

Position in CGDV

as of Mar 31, 2026 · filed Apr 22, 2026
Position Value
$599,218
-$85,275 QoQ
Shares Held
14,086
-10.2% QoQ
Ownership
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2024
8 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
8 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $599,218 14,086
2025-12-31 $684,493 15,685
2025-09-30 $874,224 20,800
2025-06-30 $798,053 20,209
2025-03-31 $506,480 14,211
2024-12-31 $801,036 22,718
2024-09-30 $788,379 21,635
2024-06-30 $280,236 8,492