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Spire Wealth Management

Position in CGDV — Capital Group Dividend Value ETF

CIK 1858740 MCLEAN, VA

Position in CGDV

as of Mar 31, 2026 · filed Apr 22, 2026
Position Value
$4,981,093
+$657,155 QoQ
Shares Held
117,092
+18.2% QoQ
Ownership
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2022
14 quarters on record

Common Shares in CGDV Over Time

Shares Held

Position Value (USD)

All Filings in CGDV

Export CSV
14 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $4,981,093 117,092
2025-12-31 $4,323,938 99,082
2025-09-30 $3,713,854 88,362
2025-06-30 $3,217,921 81,487
2025-03-31 $3,086,138 86,592
2024-12-31 $2,876,757 81,587
2024-09-30 $1,635,135 44,872
2024-06-30 $1,365,408 41,376
2024-03-31 $1,313,552 40,417
2023-12-31 $1,146,900 38,435
2023-09-30 $716,172 27,056
2023-06-30 $625,272 23,124
2023-03-31 $571,076 22,898
2022-12-31 $114,175 4,840