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Simplicity Wealth,LLC

Position in CGDV — Capital Group Dividend Value ETF

CIK 1913243 SUMMIT, NJ

Position in CGDV

as of Mar 31, 2026 · filed Apr 30, 2026
Position Value
$1,774,300
-$1,509,871 QoQ
Shares Held
41,709
-44.6% QoQ
Ownership
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2024
8 quarters on record

Common Shares in CGDV Over Time

Shares Held

Position Value (USD)

All Filings in CGDV

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8 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $1,774,300 41,709
2025-12-31 $3,284,171 75,256
2025-09-30 $1,458,483 34,701
2025-06-30 $3,304,523 83,680
2025-03-31 $1,507,358 42,294
2024-09-30 $1,083,397 29,731
2024-06-30 $3,790,446 114,862
2024-03-31 $3,447,567 106,079