SWGC
CGDV icon

Summit Wealth Group (Colorado)’s Capital Group Dividend Value ETF CGDV Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio CGDV Stock Details CGDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.16M Buy
+29,260
New +$1.16M 0.29% 82