Wealthspire Retirement, LLC
PensionPosition in CGDV — Capital Group Dividend Value ETF
CIK 2040084
ALISO VIEJO, CA
Position in CGDV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$712,539
+$264,083 QoQ
Shares Held
14,459
+37.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#149
of 204 holders
Holding Since
Sep 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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $712,539 | 14,459 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $448,456 | 10,542 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $341,133 | 7,817 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $227,970 | 5,424 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||