LongView Wealth Management
CGDV icon

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
Q3 		$12.9M Buy
264,674
+21,086
+9% +$1.05M 3.12% 6
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

Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Johnson Bixby & Associates
Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
First Pacific Financial
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
Procyon Advisors
Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
AA Financial Advisors
AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
Wealth Science Advisors
Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return

LongView Wealth Management's CGDV Position: Q3 2026 in Review

LongView Wealth Management increased its Capital Group Dividend Value ETF (CGDV) stake by 8.7% in Q3 2026, buying an estimated $1.05M and bringing the position to 264,674 shares worth $12.9M. The position accounts for 3.12% of the portfolio, ranked #6.

LongView Wealth Management first reported a position in CGDV in Q4 2023 and has held it in 12 quarters since. 259 funds tracked by Wall St. Rank hold CGDV as of Q3 2026.

  • LongView Wealth Management held 264,674 shares of Capital Group Dividend Value ETF worth $12.9M as of Q3 2026.
  • LongView Wealth Management bought 21,086 Capital Group Dividend Value ETF shares in Q3 2026, an estimated $1.05M.
  • Capital Group Dividend Value ETF made up 3.12% of LongView Wealth Management's portfolio in Q3 2026, its #6 holding.
  • LongView Wealth Management first reported a position in Capital Group Dividend Value ETF in Q4 2023 and has held it in 12 quarters since.
  • 259 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.