Cassady Wealth & Retirement Planning, LLC
PensionPosition in CGDV — Capital Group Dividend Value ETF
CIK 2121075
HENDERSON, NV
Position in CGDV
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$7,920,522
+$1,050,845 QoQ
Shares Held
186,190
+18.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
27.90%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,920,522 | 186,190 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $6,869,677 | 157,417 | Shares | Sole | 2026-04-02 | |
| No filing history on record for this holder in this stock. | ||||||