CIBC Private Wealth Group
CGDV icon

CIBC Private Wealth Group’s Capital Group Dividend Value ETF CGDV Stock Holding History

CIBC Private Wealth 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
Q4 		$33.4M Buy
765,786
+657,702
+609% +$28.2M 0.06% 224
2025
Q3 		$4.54M Buy
108,084
+107,252
+12,891% +$4.41M 0.01% 444
2025
Q2 		$32.9K Buy
832
+107
+15% +$3.88K ﹤0.01% 1827
2025
Q1 		$23.2K Hold
725
– – ﹤0.01% 1938
2024
Q4 		$25.7K Buy
725
+186
+35% +$6.77K ﹤0.01% 1951
2024
Q3 		$19.6K Hold
539
– – ﹤0.01% 2166
2024
Q2 		$18K Sell
539
-211
-28% -$6.87K ﹤0.01% 2076
2024
Q1 		$24.4K Buy
+750
New +$23K ﹤0.01% 1971

Other funds holding CGDV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CIBC Private Wealth Group's CGDV Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Capital Group Dividend Value ETF (CGDV) stake by 609% in Q4 2025, buying an estimated $28.2M and bringing the position to 765,786 shares worth $33.4M. The position accounts for 0.06% of the portfolio, ranked #224.

CIBC Private Wealth Group first reported a position in CGDV in Q1 2024 and has held it in 8 quarters since. 698 funds tracked by Wall St. Rank hold CGDV as of Q4 2025.

  • CIBC Private Wealth Group held 765,786 shares of Capital Group Dividend Value ETF worth $33.4M as of Q4 2025.
  • CIBC Private Wealth Group bought 657,702 Capital Group Dividend Value ETF shares in Q4 2025, an estimated $28.2M.
  • Capital Group Dividend Value ETF made up 0.06% of CIBC Private Wealth Group's portfolio in Q4 2025, its #224 holding.
  • CIBC Private Wealth Group first reported a position in Capital Group Dividend Value ETF in Q1 2024 and has held it in 8 quarters since.
  • 698 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.