IMG Wealth Management, Inc.
Position in CGDV — Capital Group Dividend Value ETF
CIK 2032103
JACKSONVILLE, FL
Position in CGDV
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$11,680,760
+$207,630 QoQ
Shares Held
274,583
+4.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
32.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,680,760 | 274,583 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,473,130 | 262,904 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $10,409,654 | 247,672 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $8,788,460 | 222,549 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $7,341,554 | 205,992 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $6,880,706 | 195,142 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||