Troutman Wealth Management, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 2110807
MALVERN, PA
Position in CGDV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$648,919
+$90,157 QoQ
Shares Held
13,168
+0.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.75%
of 13F equity value
Holder Rank
#153
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 | $648,919 | 13,168 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $558,762 | 13,135 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $572,469 | 13,118 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||