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GER Loftin Wealth Advisors LLC’s Capital Group Dividend Value ETF CGDV Stock Holding History

GER Loftin Wealth Advisors LLC’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 		$26.4M Buy
+539,654
New +$26.8M 8.38% 1

Other funds holding CGDV

LPL Financial
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Capital Group Private Client Services
Capital Group Private Client Services Los Angeles, California $7.08B AUM 18.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Confluence Wealth Services
Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

GER Loftin Wealth Advisors LLC's CGDV Position: Q3 2026 in Review

GER Loftin Wealth Advisors LLC opened a new position in Capital Group Dividend Value ETF (CGDV) in Q3 2026: 539,654 shares worth $26.4M. The stake represents 8.38% of the portfolio and ranks #1 among its holdings.

646 funds tracked by Wall St. Rank hold CGDV as of Q3 2026.

  • GER Loftin Wealth Advisors LLC held 539,654 shares of Capital Group Dividend Value ETF worth $26.4M as of Q3 2026.
  • Capital Group Dividend Value ETF was a new GER Loftin Wealth Advisors LLC position in Q3 2026.
  • Capital Group Dividend Value ETF made up 8.38% of GER Loftin Wealth Advisors LLC's portfolio in Q3 2026, its #1 holding.
  • 646 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q3 2026.

Based on GER Loftin Wealth Advisors LLC's 13F filing for Q3 2026, filed 12 Nov 2026.