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KWB Wealth

Position in CGDV — Capital Group Dividend Value ETF

CIK 1822236 REDLANDS, CA

Position in CGDV

as of Mar 31, 2026 · filed Apr 8, 2026
Position Value
$21,252,941
-$637,406 QoQ
Shares Held
499,599
-0.4% QoQ
Ownership
of shares outstanding
% of Portfolio
14.73%
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 $21,252,941 499,599
2025-12-31 $21,890,347 501,612
2025-09-30 $12,711,090 302,429
2025-06-30 $7,900,132 200,054
2025-03-31 $4,505,751 126,424
2024-12-31 $915,702 25,970