GENESIS PRIVATE WEALTH, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1965529
ASHBURN, VA
Position in CGDV
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$3,640,275
+$480,129 QoQ
Shares Held
85,573
+18.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.80%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,640,275 | 85,573 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $3,160,146 | 72,414 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,042,259 | 24,798 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $424,122 | 10,740 | Shares | Sole | 2025-07-17 | |
| No filing history on record for this holder in this stock. | ||||||