HTWM
CGDV icon

Hartmann Taylor Wealth Management’s Capital Group Dividend Value ETF CGDV Stock Holding History

Hartmann Taylor Wealth Management’s Portfolio CGDV Stock Details CGDV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$10.3M Sell
260,771
-5,248
-2% -$207K 8.58% 3
2025
Q1 		$9.48M Buy
+266,019
New +$9.48M 8.5% 3