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SHP Wealth Management

Position in CGDV — Capital Group Dividend Value ETF

CIK 1807060 PLYMOUTH, MA

Position in CGDV

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$255,713
+$41,652 QoQ
Shares Held
5,189
+3.1% QoQ
Ownership
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#182
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 $255,713 5,189
2026-03-31 $214,061 5,032
2025-12-31 $254,028 5,821