Signature Wealth Management Group
Position in CGDV — Capital Group Dividend Value ETF
CIK 1736666
ATLANTA, GA
Position in CGDV
as of Mar 31, 2026
· filed Apr 1, 2026
Position Value
$547,574
-$18,611 QoQ
Shares Held
12,872
-0.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
15 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
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $547,574 | 12,872 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $566,185 | 12,974 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $547,230 | 13,020 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $498,837 | 12,632 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $435,734 | 12,226 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $407,570 | 11,559 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $413,557 | 11,349 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $381,711 | 11,567 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $378,527 | 11,647 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $356,558 | 11,949 | Shares | Sole | 2024-01-09 | |
| 2023-06-30 | $403,301 | 14,915 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $372,154 | 14,922 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $359,653 | 15,246 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $248,409 | 12,165 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $264,960 | 11,871 | Shares | Sole | 2022-07-14 | |
| No filing history on record for this holder in this stock. | ||||||