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WEALTH ALLIANCE, LLC

Position in CGDV — Capital Group Dividend Value ETF

CIK 1793904 MELLVILLE, NY

Position in CGDV

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$11,509,442
+$7,374,001 QoQ
Shares Held
233,552
+140.2% QoQ
Ownership
of shares outstanding
% of Portfolio
1.97%
of 13F equity value
Holder Rank
#67
of 204 holders
Holding Since
Dec 2025
3 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
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $11,509,442 233,552
2026-03-31 $4,135,441 97,213
2025-12-31 $1,843,702 42,248