Vise Technologies, Inc.
Position in CGDV — Capital Group Dividend Value ETF
CIK 1812090
NEW YORK, NY
Position in CGDV
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,145,877
+$2,610,354 QoQ
Shares Held
84,129
+133.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#103
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 | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,145,877 | 84,129 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,535,523 | 36,096 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,575,229 | 36,096 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||