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Code Waechter LLC

Position in CGDV — Capital Group Dividend Value ETF

CIK 2039212 TAMPA, FL

Position in CGDV

as of Mar 31, 2026 · filed Apr 15, 2026
Position Value
$13,896,414
+$976,269 QoQ
Shares Held
326,667
+10.3% QoQ
Ownership
of shares outstanding
% of Portfolio
17.21%
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
2026-03-31 $13,896,414 326,667
2025-12-31 $12,920,145 296,062
2025-09-30 $12,100,268 287,896
2025-06-30 $12,614,093 319,425
2025-03-31 $5,943,825 166,774
2024-12-31 $5,357,686 151,948