Bridgewealth Advisory Group, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1801982
Fresno, CA
Position in CGDV
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,804,844
+$156,256 QoQ
Shares Held
42,427
+12.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,804,844 | 42,427 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,648,588 | 37,777 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,387,242 | 33,006 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,005,573 | 25,464 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $807,459 | 22,656 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $741,553 | 21,031 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $560,920 | 15,393 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $249,513 | 7,561 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $221,520 | 6,816 | Shares | Sole | 2024-04-18 | |
| No filing history on record for this holder in this stock. | ||||||