Investment Insight Wealth Management, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1737917
North Massapequa, NY
Position in CGDV
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$1,625,283
+$25,659 QoQ
Shares Held
38,206
+4.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CGDV Over Time
Shares Held
Position Value (USD)
All Filings in CGDV
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,625,283 | 38,206 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,599,624 | 36,655 | Shares | Sole | 2026-02-24 | |
| No filing history on record for this holder in this stock. | ||||||