KOM Wealth Management Group, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1804116
APPLETON, WI
Position in CGDV
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$1,600,737
+$71,199 QoQ
Shares Held
37,629
+7.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.78%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,600,737 | 37,629 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,529,538 | 35,049 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,448,563 | 34,465 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,256,018 | 31,806 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $884,335 | 24,813 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $764,189 | 21,673 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $656,503 | 18,016 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $639,507 | 19,379 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $539,370 | 16,596 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||