Cauble & Harre Wealth Management, Inc.
Position in CGDV — Capital Group Dividend Value ETF
CIK 2064807
SAINT LOUIS, MO
Position in CGDV
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,230,766
+$912,756 QoQ
Shares Held
126,436
+1.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
14.52%
of 13F equity value
Holder Rank
#89
of 204 holders
Holding Since
Dec 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,230,766 | 126,436 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $5,318,010 | 125,012 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $7,465,276 | 171,065 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||