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Onyx Bridge Wealth Group LLC

Position in CGDV — Capital Group Dividend Value ETF

CIK 1819476 TARRYTOWN, NY

Position in CGDV

as of Mar 31, 2026 · filed Apr 22, 2026
Position Value
$26,234,120
+$795,099 QoQ
Shares Held
616,693
+5.8% QoQ
Ownership
of shares outstanding
% of Portfolio
8.72%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $26,234,120 616,693
2025-12-31 $25,439,021 582,929
2025-09-30 $18,902,866 449,747
2025-06-30 $13,894,043 351,837
2025-03-31 $4,484,403 125,825
2024-12-31 $2,044,304 57,978