4Wealth Advisors’s Capital Group Dividend Value ETF CGDV Stock Holding History

4Wealth Advisors’s Portfolio CGDV Stock Details CGDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$252K	Buy	5,132 +40	+0.8%	+$1.99K	0.17%	113
2026 Q2	$251K	Sell	5,092 -30	-0.6%	-$1.41K	0.19%	129
2026 Q1	$212K	Buy	5,122 +510	+11%	+$22.7K	0.18%	132
2025 Q4	$201K	Buy	+4,612	New	+$198K	0.17%	139

Other funds holding CGDV

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

4Wealth Advisors's CGDV Position: Q3 2026 in Review

4Wealth Advisors increased its Capital Group Dividend Value ETF (CGDV) stake by 0.79% in Q3 2026, buying an estimated $1.99K and bringing the position to 5,132 shares worth $252K. The position accounts for 0.17% of the portfolio, ranked #113.

4Wealth Advisors first reported a position in CGDV in Q4 2025 and has held it in 4 quarters since. 372 funds tracked by Wall St. Rank hold CGDV as of Q3 2026.

4Wealth Advisors held 5,132 shares of Capital Group Dividend Value ETF worth $252K as of Q3 2026.
4Wealth Advisors bought 40 Capital Group Dividend Value ETF shares in Q3 2026, an estimated $1.99K.
Capital Group Dividend Value ETF made up 0.17% of 4Wealth Advisors's portfolio in Q3 2026, its #113 holding.
4Wealth Advisors first reported a position in Capital Group Dividend Value ETF in Q4 2025 and has held it in 4 quarters since.
372 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.