Challenger Wealth Management
Position in CGDV — Capital Group Dividend Value ETF
CIK 2057602
ALISO VIEJO, CA
Position in CGDV
as of Mar 31, 2026
· filed May 28, 2026
Position Value
$20,156,515
-$1,034,588 QoQ
Shares Held
473,825
-2.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
16.37%
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 | $20,156,515 | 473,825 | Shares | Sole | 2026-05-28 | |
| 2025-12-31 | $21,191,103 | 485,589 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $20,060,961 | 477,301 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $19,064,784 | 482,775 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $16,139,217 | 452,840 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $11,147,449 | 316,150 | Shares | Sole | 2025-02-24 | |
| No filing history on record for this holder in this stock. | ||||||