Wealthcare Capital Partners, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 2053307
WEST CHESTER, PA
Position in CGDV
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$1,945,949
+$240,455 QoQ
Shares Held
45,744
+17.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.36%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,945,949 | 45,744 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,705,494 | 39,081 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,391,024 | 33,096 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $957,277 | 24,241 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $375,681 | 10,541 | Shares | Sole | 2025-04-14 | |
| No filing history on record for this holder in this stock. | ||||||