CP
CGDV icon

Castleview Partners’s Capital Group Dividend Value ETF CGDV Stock Holding History

Castleview Partners’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 		– Sell
-4,313
Closed -$213K – 219
2026
Q2 		$213K Buy
+4,313
New +$203K 0.09% 208

Other funds holding CGDV

PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
WSA
Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SMWM
Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return

Castleview Partners's CGDV Position: Q3 2026 in Review

Castleview Partners sold out of Capital Group Dividend Value ETF (CGDV) in Q3 2026, closing a stake of 4,313 shares — an estimated $213K sold.

Castleview Partners first reported a position in CGDV in Q2 2026 and held it in 1 quarter. The position peaked at $213K in Q2 2026. 38 funds tracked by Wall St. Rank hold CGDV as of Q3 2026.

  • Castleview Partners reported no remaining Capital Group Dividend Value ETF position as of Q3 2026 after selling out during the quarter.
  • Castleview Partners sold 4,313 Capital Group Dividend Value ETF shares in Q3 2026, an estimated $213K.
  • Castleview Partners first reported a position in Capital Group Dividend Value ETF in Q2 2026 and held it in 1 quarter.
  • Castleview Partners's Capital Group Dividend Value ETF position peaked at $213K in Q2 2026.
  • 38 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.