Bouvel Investment Partners, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1839122
PHOENIXVILLE, PA
Position in CGDV
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$11,677,315
-$571,909 QoQ
Shares Held
274,502
-2.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.86%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CGDV Over Time
Shares Held
Position Value (USD)
All Filings in CGDV
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,677,315 | 274,502 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $12,249,224 | 280,688 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $10,982,481 | 261,301 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $10,660,483 | 269,954 | Shares | Sole | 2025-07-11 | |
| No filing history on record for this holder in this stock. | ||||||