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

Meridian 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	$3.07M	Buy	62,254 +136	+0.2%	+$6.4K	0.09%	193
2026 Q1	$2.64M	Sell	62,118 -494	-0.8%	-$21.9K	0.09%	190
2025 Q4	$2.73M	Buy	62,612 +9	+0%	+$386	0.1%	184
2025 Q3	$2.63M	Buy	62,603 +7,708	+14%	+$317K	0.1%	178
2025 Q2	$2.17M	Buy	54,895 +40,400	+279%	+$1.46M	0.09%	193
2025 Q1	$517K	Hold	14,495	–	–	0.03%	406
2024 Q4	$511K	Hold	14,495	–	–	0.02%	401
2024 Q3	$528K	Sell	14,495 -37	-0.3%	-$1.28K	0.03%	396
2024 Q2	$480K	Buy	+14,532	New	+$473K	0.06%	179
2024 Q1	–	Sell	-14,532	Closed	-$434K	–	238
2023 Q4	$434K	Buy	14,532 +300	+2%	+$8.27K	0.03%	417
2023 Q3	$377K	Buy	14,232 +2,689	+23%	+$73.5K	0.02%	422
2023 Q2	$312K	Hold	11,543	–	–	0.03%	426
2023 Q1	$288K	Buy	11,543 +88	+0.8%	+$2.15K	0.03%	436
2022 Q4	$270K	Hold	11,455	–	–	0.03%	437
2022 Q3	$234K	Buy	+11,455	New	+$261K	0.03%	420

Other funds holding CGDV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Meridian Wealth Management increased its Capital Group Dividend Value ETF (CGDV) stake by 0.22% in Q2 2026, buying an estimated $6.4K and bringing the position to 62,254 shares worth $3.07M. The position accounts for 0.09% of the portfolio, ranked #193.

Meridian Wealth Management first reported a position in CGDV in Q3 2022 and has held it in 15 quarters since. 777 funds tracked by Wall St. Rank hold CGDV as of Q2 2026.

Meridian Wealth Management held 62,254 shares of Capital Group Dividend Value ETF worth $3.07M as of Q2 2026.
Meridian Wealth Management bought 136 Capital Group Dividend Value ETF shares in Q2 2026, an estimated $6.4K.
Capital Group Dividend Value ETF made up 0.09% of Meridian Wealth Management's portfolio in Q2 2026, its #193 holding.
Meridian Wealth Management first reported a position in Capital Group Dividend Value ETF in Q3 2022 and has held it in 15 quarters since.
777 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.