WealthCare Investment Partners, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1908462
PORTSMOUTH, RI
Position in CGDV
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$10,477,134
+$3,072,081 QoQ
Shares Held
246,289
+45.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
9.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 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
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,477,134 | 246,289 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $7,405,053 | 169,685 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $4,403,230 | 104,764 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,191,779 | 80,825 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $2,259,861 | 63,408 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,843,815 | 52,292 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,895,681 | 52,022 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,686,564 | 51,108 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,628,347 | 50,103 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,501,041 | 50,303 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $833,725 | 31,497 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $851,678 | 31,497 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $786,233 | 31,525 | Shares | Sole | 2023-04-10 | |
| No filing history on record for this holder in this stock. | ||||||