GKWIM
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Gerber Kawasaki Wealth & Investment Management’s Capital Group Dividend Value ETF CGDV Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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
Q2 		$44.7M Buy
907,151
+49,043
+6% +$2.31M 1.19% 25
2026
Q1 		$36.5M Buy
858,108
+288
+0% +$12.8K 1.16% 25
2025
Q4 		$37.4M Buy
857,820
+8,790
+1% +$377K 1.31% 19
2025
Q3 		$35.7M Sell
849,030
-12,640
-1% -$520K 1.22% 22
2025
Q2 		$34M Buy
861,670
+28,466
+3% +$1.03M 1.32% 23
2025
Q1 		$29.7M Buy
833,204
+5,213
+0.6% +$189K 1.33% 22
2024
Q4 		$29.2M Buy
827,991
+50,733
+7% +$1.85M 1.27% 24
2024
Q3 		$28.3M Sell
777,258
-33,564
-4% -$1.17M 1.3% 23
2024
Q2 		$26.8M Buy
810,822
+29,388
+4% +$957K 1.34% 20
2024
Q1 		$25.4M Sell
781,434
-3,375
-0.4% -$104K 1.37% 20
2023
Q4 		$23.4M Buy
784,809
+42,536
+6% +$1.17M 1.4% 19
2023
Q3 		$19.6M Sell
742,273
-16,532
-2% -$452K 1.34% 19
2023
Q2 		$20.5M Sell
758,805
-9,777
-1% -$251K 1.38% 20
2023
Q1 		$19.2M Buy
768,582
+34,138
+5% +$835K 1.51% 18
2022
Q4 		$17.3M Buy
734,444
+217,500
+42% +$4.99M 1.54% 19
2022
Q3 		$10.6M Buy
516,944
+84,738
+20% +$1.93M 0.98% 33
2022
Q2 		$9.65M Buy
+432,206
New +$10.4M 0.92% 30

Other funds holding CGDV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FFS
Forge Financial Services Edmond, Oklahoma $1.16B AUM 20.7% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's CGDV Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its Capital Group Dividend Value ETF (CGDV) stake by 5.7% in Q2 2026, buying an estimated $2.31M and bringing the position to 907,151 shares worth $44.7M. The position accounts for 1.19% of the portfolio, ranked #25.

Gerber Kawasaki Wealth & Investment Management first reported a position in CGDV in Q2 2022 and has held it in 17 quarters since. 533 funds tracked by Wall St. Rank hold CGDV as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 907,151 shares of Capital Group Dividend Value ETF worth $44.7M as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management bought 49,043 Capital Group Dividend Value ETF shares in Q2 2026, an estimated $2.31M.
  • Capital Group Dividend Value ETF made up 1.19% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #25 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Capital Group Dividend Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 533 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.