CONSILIO WEALTH ADVISORS, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1908944
BELLEVUE, WA
Position in CGDV
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$10,123,711
+$9,824,996 QoQ
Shares Held
237,981
+3376.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
7.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,123,711 | 237,981 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $298,715 | 6,845 | Shares | Sole | 2026-03-20 | |
| No filing history on record for this holder in this stock. | ||||||