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Regent Peak Wealth Advisors’s Capital Group Dividend Value ETF CGDV Stock Holding History

Regent Peak Wealth Advisors’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 		$548K Sell
11,112
-52
-0.5% -$2.45K 0.1% 89
2026
Q1 		$475K Buy
+11,164
New +$496K 0.1% 95

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
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
PA
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
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

Regent Peak Wealth Advisors's CGDV Position: Q2 2026 in Review

Regent Peak Wealth Advisors reduced its Capital Group Dividend Value ETF (CGDV) stake by 0.47% in Q2 2026, selling an estimated $2.45K and leaving 11,112 shares worth $548K. The position accounts for 0.1% of the portfolio, ranked #89.

Regent Peak Wealth Advisors first reported a position in CGDV in Q1 2026 and has held it in 2 quarters since. 162 funds tracked by Wall St. Rank hold CGDV as of Q2 2026.

  • Regent Peak Wealth Advisors held 11,112 shares of Capital Group Dividend Value ETF worth $548K as of Q2 2026.
  • Regent Peak Wealth Advisors sold 52 Capital Group Dividend Value ETF shares in Q2 2026, an estimated $2.45K.
  • Capital Group Dividend Value ETF made up 0.1% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #89 holding.
  • Regent Peak Wealth Advisors first reported a position in Capital Group Dividend Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 162 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.