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

HB Wealth 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
2025 Q3	$1.28M	Buy
2025 Q2	$473K	Buy
2025 Q1	$400K	Hold
2024 Q4	$396K	Buy
2024 Q3	$407K	Buy
2024 Q2	$220K	Buy