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Heritage Wealth Architects’s Capital Group Dividend Value ETF CGDV Stock Holding History

Heritage Wealth Architects’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
Q4 		– Sell
-4,790
Closed -$201K – 74
2025
Q3 		$201K Buy
+4,790
New +$197K 0.12% 56

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Morgan Stanley
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Heritage Wealth Architects's CGDV Position: Q4 2025 in Review

Heritage Wealth Architects sold out of Capital Group Dividend Value ETF (CGDV) in Q4 2025, closing a stake of 4,790 shares — an estimated $201K sold.

Heritage Wealth Architects first reported a position in CGDV in Q3 2025 and held it in 1 quarter. The position peaked at $201K in Q3 2025. 701 funds tracked by Wall St. Rank hold CGDV as of Q4 2025.

  • Heritage Wealth Architects reported no remaining Capital Group Dividend Value ETF position as of Q4 2025 after selling out during the quarter.
  • Heritage Wealth Architects sold 4,790 Capital Group Dividend Value ETF shares in Q4 2025, an estimated $201K.
  • Heritage Wealth Architects first reported a position in Capital Group Dividend Value ETF in Q3 2025 and held it in 1 quarter.
  • Heritage Wealth Architects's Capital Group Dividend Value ETF position peaked at $201K in Q3 2025.
  • 701 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q4 2025.

Based on Heritage Wealth Architects's 13F filing for Q4 2025, filed 26 Jan 2026.