Apollon Wealth Management, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1764387
MOUNT PLEASANT, SC
Position in CGDV
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$18,982,156
+$1,207,628 QoQ
Shares Held
446,219
+9.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.52%
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 | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,982,156 | 446,219 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $17,774,528 | 407,299 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $16,029,401 | 381,380 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $8,154,053 | 206,484 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $351,446 | 9,861 | Shares | Sole | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||