WCG Wealth Advisors LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1855713
LAS VEGAS, NV
Position in CGDV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,362,117
+$856,566 QoQ
Shares Held
88,517
+7.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#100
of 204 holders
Holding Since
Dec 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,362,117 | 88,517 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,505,551 | 82,406 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,969,396 | 68,043 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,029,777 | 24,501 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $898,515 | 22,753 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $677,373 | 19,006 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $539,407 | 15,298 | Shares | Sole | 2025-02-19 | |
| No filing history on record for this holder in this stock. | ||||||