Goldman Sachs
CGDV icon

Goldman Sachs’s Capital Group Dividend Value ETF CGDV Stock Holding History

Goldman Sachs’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
Q1 		$284K Buy
+6,687
New +$297K ﹤0.01% 5921
2023
Q2 		– Sell
-60,000
Closed -$1.5M – 5780
2023
Q1 		$1.5M Buy
+60,000
New +$1.47M ﹤0.01% 4079

Other funds holding CGDV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Goldman Sachs's CGDV Position: Q1 2026 in Review

Goldman Sachs opened a new position in Capital Group Dividend Value ETF (CGDV) in Q1 2026: 6,687 shares worth $284K. The stake represents ﹤0.01% of the portfolio and ranks #5921 among its holdings. This is a return to the name: Goldman Sachs previously reported a position in CGDV as recently as Q1 2023.

Goldman Sachs first reported a position in CGDV in Q1 2023 and has held it in 2 quarters since. The position peaked at $1.5M in Q1 2023. 730 funds tracked by Wall St. Rank hold CGDV as of Q1 2026.

  • Goldman Sachs held 6,687 shares of Capital Group Dividend Value ETF worth $284K as of Q1 2026.
  • Capital Group Dividend Value ETF was a new Goldman Sachs position in Q1 2026.
  • Capital Group Dividend Value ETF made up ﹤0.01% of Goldman Sachs's portfolio in Q1 2026, its #5921 holding.
  • Goldman Sachs first reported a position in Capital Group Dividend Value ETF in Q1 2023 and has held it in 2 quarters since.
  • Goldman Sachs's Capital Group Dividend Value ETF position peaked at $1.5M in Q1 2023.
  • 730 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q1 2026.

Based on Goldman Sachs's 13F filing for Q1 2026, filed 15 May 2026.