Triton Wealth Management, PLLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1791126
SUN CITY, AZ
Position in CGDV
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$305,990
-$16,640 QoQ
Shares Held
7,193
-2.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
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 | $305,990 | 7,193 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $322,630 | 7,393 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $310,727 | 7,393 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $291,949 | 7,393 | Shares | Sole | 2025-07-28 | |
| 2024-12-31 | $282,926 | 8,024 | Shares | Sole | 2025-03-18 | |
| No filing history on record for this holder in this stock. | ||||||