Gradient Investments
CGDV icon

Gradient Investments’s Capital Group Dividend Value ETF CGDV Stock Holding History

Gradient Investments’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 		– Sell
-4,131
Closed -$204K – 464
2026
Q2 		$204K Buy
+4,131
New +$195K ﹤0.01% 444
2024
Q1 		– Hold
0
– – – 1216

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D.A. Davidson & Co
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Gradient Investments's CGDV Position: Q3 2026 in Review

Gradient Investments sold out of Capital Group Dividend Value ETF (CGDV) in Q3 2026, closing a stake of 4,131 shares — an estimated $204K sold.

Gradient Investments first reported a position in CGDV in Q2 2026 and held it in 1 quarter. The position peaked at $204K in Q2 2026. 533 funds tracked by Wall St. Rank hold CGDV as of Q3 2026.

  • Gradient Investments reported no remaining Capital Group Dividend Value ETF position as of Q3 2026 after selling out during the quarter.
  • Gradient Investments sold 4,131 Capital Group Dividend Value ETF shares in Q3 2026, an estimated $204K.
  • Gradient Investments first reported a position in Capital Group Dividend Value ETF in Q2 2026 and held it in 1 quarter.
  • Gradient Investments's Capital Group Dividend Value ETF position peaked at $204K in Q2 2026.
  • 533 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.