Gateway Wealth Partners, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1966037
APPLETON, WI
Position in CGDV
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$12,627,445
+$7,897,786 QoQ
Shares Held
296,837
+173.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.53%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,627,445 | 296,837 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,729,659 | 108,379 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,510,474 | 35,938 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,065,953 | 26,993 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $780,088 | 21,888 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $498,646 | 14,142 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $377,627 | 10,363 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $238,986 | 7,242 | Shares | Sole | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||