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

LongView 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
2026 Q2	$12M	Sell	243,588 -14,448	-6%	-$680K	3.08%	7
2026 Q1	$11.7M	Buy	258,036 +19,645	+8%	+$873K	2.94%	6
2025 Q4	$10.6M	Buy	238,391 +40,478	+20%	+$1.74M	2.56%	8
2025 Q3	$8.32M	Buy	197,913 +59,642	+43%	+$2.45M	2.25%	9
2025 Q2	$5.46M	Sell	138,271 -6,411	-4%	-$232K	1.65%	14
2025 Q1	$5.16M	Buy	144,682 +2,933	+2%	+$107K	1.55%	15
2024 Q4	$5M	Buy	141,749 +11,906	+9%	+$433K	1.52%	17
2024 Q3	$4.73M	Buy	129,843 +28,197	+28%	+$979K	1.51%	18
2024 Q2	$3.35M	Buy	101,646 +24,687	+32%	+$804K	1.24%	21
2024 Q1	$2.5M	Buy	76,959 +6,950	+10%	+$214K	0.99%	25
2023 Q4	$2.08M	Buy	+70,009	New	+$1.93M	0.93%	27

Other funds holding CGDV

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

LongView Wealth Management's CGDV Position: Q2 2026 in Review

LongView Wealth Management reduced its Capital Group Dividend Value ETF (CGDV) stake by 5.6% in Q2 2026, selling an estimated $680K and leaving 243,588 shares worth $12M. The position accounts for 3.08% of the portfolio, ranked #7.

LongView Wealth Management first reported a position in CGDV in Q4 2023 and has held it in 11 quarters since. 138 funds tracked by Wall St. Rank hold CGDV as of Q2 2026.

LongView Wealth Management held 243,588 shares of Capital Group Dividend Value ETF worth $12M as of Q2 2026.
LongView Wealth Management sold 14,448 Capital Group Dividend Value ETF shares in Q2 2026, an estimated $680K.
Capital Group Dividend Value ETF made up 3.08% of LongView Wealth Management's portfolio in Q2 2026, its #7 holding.
LongView Wealth Management first reported a position in Capital Group Dividend Value ETF in Q4 2023 and has held it in 11 quarters since.
138 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.