Creative Planning
CGDV icon

Creative Planning’s Capital Group Dividend Value ETF CGDV Stock Holding History

Creative Planning’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
Q2 		$1.34M Buy
2025
Q1 		$1.07M Sell
2024
Q4 		$1.13M Buy
2024
Q3 		$1.03M Buy
2024
Q2 		$682K Buy
2024
Q1 		$525K Buy
2023
Q4 		$476K Buy
2023
Q3 		$391K Sell
2023
Q2 		$424K Buy
2023
Q1 		$329K Buy