Altus Wealth Group LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1842572
COLORADO SPRINGS, CO
Position in CGDV
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$2,727,324
+$841,204 QoQ
Shares Held
64,112
+48.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.94%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,727,324 | 64,112 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,886,120 | 43,220 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $591,362 | 14,070 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||