Balboa Wealth Partners
Position in CGDV — Capital Group Dividend Value ETF
CIK 1929008
SCOTTSDALE, AZ
Position in CGDV
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$338,873
-$18,887 QoQ
Shares Held
7,966
-2.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $338,873 | 7,966 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $357,760 | 8,198 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $354,565 | 8,436 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $317,539 | 8,041 | Shares | Sole | 2025-07-29 | |
| 2024-06-30 | $331,254 | 10,038 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||