Patrick M. Sweeney & Associates’s Capital Group Dividend Value ETF CGDV Stock Holding History

Patrick M. Sweeney & Associates’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	$303K	Buy	+6,198	New	+$308K	0.17%	133

Other funds holding CGDV

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return

Patrick M. Sweeney & Associates's CGDV Position: Q3 2026 in Review

Patrick M. Sweeney & Associates opened a new position in Capital Group Dividend Value ETF (CGDV) in Q3 2026: 6,198 shares worth $303K. The stake represents 0.17% of the portfolio and ranks #133 among its holdings.

259 funds tracked by Wall St. Rank hold CGDV as of Q3 2026.

Patrick M. Sweeney & Associates held 6,198 shares of Capital Group Dividend Value ETF worth $303K as of Q3 2026.
Capital Group Dividend Value ETF was a new Patrick M. Sweeney & Associates position in Q3 2026.
Capital Group Dividend Value ETF made up 0.17% of Patrick M. Sweeney & Associates's portfolio in Q3 2026, its #133 holding.
259 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q3 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.