WJ Wealth Management, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1801674
GLENDALE, AZ
Position in CGDV
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$17,390,819
-$280,108 QoQ
Shares Held
408,811
+1.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
26.65%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,390,819 | 408,811 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $17,670,927 | 404,925 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $16,992,939 | 404,305 | Shares | Sole | 2025-11-25 | |
| 2025-06-30 | $18,792,066 | 475,869 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $17,052,777 | 478,473 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $22,530,893 | 638,993 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $23,170,701 | 635,859 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $20,146,401 | 610,497 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $18,664,392 | 574,289 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $16,666,594 | 558,532 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $13,844,524 | 523,027 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $9,208,580 | 340,554 | Shares | Sole | 2023-07-12 | |
| No filing history on record for this holder in this stock. | ||||||