BEAM WEALTH ADVISORS, INC.
Position in CGDV — Capital Group Dividend Value ETF
CIK 1803426
COVINGTON, LA
Position in CGDV
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$768,357
+$111,270 QoQ
Shares Held
18,062
+20.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $768,357 | 18,062 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $657,087 | 15,057 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $572,574 | 13,623 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $547,726 | 13,870 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $595,972 | 16,722 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $595,576 | 16,891 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $561,759 | 15,416 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $410,817 | 12,449 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||