Kera Capital Partners, Inc.
Position in CGDV — Capital Group Dividend Value ETF
CIK 2040353
SACRAMENTO, CA
Position in CGDV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$19,554,106
+$2,767,269 QoQ
Shares Held
396,796
+0.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.33%
of 13F equity value
Holder Rank
#52
of 204 holders
Holding Since
Dec 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,554,106 | 396,796 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $16,786,837 | 394,613 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $16,893,742 | 387,116 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $16,487,234 | 392,273 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $13,464,510 | 340,960 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $12,135,241 | 340,495 | Shares | Sole | 2025-04-02 | |
| 2024-12-31 | $11,124,142 | 315,489 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||