GWP
Gateway Wealth Partners’s Capital Group Dividend Value ETF CGDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
26,993
+5,105
| +23% | +$202K | 0.2% | 111 |
|
|
2025
Q1 | $780K | Buy |
21,888
+7,746
| +55% | +$276K | 0.18% | 129 |
|
|
2024
Q4 | $499K | Buy |
14,142
+3,779
| +36% | +$133K | 0.13% | 163 |
|
|
2024
Q3 | $378K | Buy |
10,363
+3,121
| +43% | +$114K | 0.1% | 180 |
|
|
2024
Q2 | $239K | Buy |
+7,242
| New | +$239K | 0.07% | 233 |
|