Beacon Financial Group’s Capital Group Dividend Value ETF CGDV Stock Holding History

Beacon Financial Group’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
2025 Q3	$347K	Hold
2025 Q2	$326K	Buy
2025 Q1	$269K	Buy
2024 Q4	$258K	Buy