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Golden State Equity Partners’s Capital Group Dividend Value ETF CGDV Stock Holding History

Golden State Equity Partners’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 		$2.22K Hold
45
– – 0.01% 329
2026
Q1 		$1.91K Buy
+45
New +$2K ﹤0.01% 1686

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Envestnet Asset Management
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Wells Fargo
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Northwestern Mutual Wealth Management
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Bank of America
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Cetera Investment Advisers
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Jones Financial Companies
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Golden State Equity Partners's CGDV Position: Q2 2026 in Review

Golden State Equity Partners held its Capital Group Dividend Value ETF (CGDV) position steady in Q2 2026 at 45 shares worth $2.22K. The position accounts for 0.01% of the portfolio, ranked #329.

Golden State Equity Partners first reported a position in CGDV in Q1 2026 and has held it in 2 quarters since. 777 funds tracked by Wall St. Rank hold CGDV as of Q2 2026.

  • Golden State Equity Partners held 45 shares of Capital Group Dividend Value ETF worth $2.22K as of Q2 2026.
  • Golden State Equity Partners left its Capital Group Dividend Value ETF share count unchanged in Q2 2026.
  • Capital Group Dividend Value ETF made up 0.01% of Golden State Equity Partners's portfolio in Q2 2026, its #329 holding.
  • Golden State Equity Partners first reported a position in Capital Group Dividend Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 777 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.