Third View Private Wealth
CGDV icon

Third View Private Wealth’s Capital Group Dividend Value ETF CGDV Stock Holding History

Third View Private Wealth’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 		– Sell
-4,361
Closed -$215K – 283
2026
Q2 		$215K Buy
+4,361
New +$205K 0.03% 284
2026
Q1 		– Sell
-5,168
Closed -$226K – 276
2025
Q4 		$226K Buy
+5,168
New +$222K 0.03% 257

Other funds holding CGDV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Confluence Wealth Services
Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
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
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Third View Private Wealth's CGDV Position: Q3 2026 in Review

Third View Private Wealth sold out of Capital Group Dividend Value ETF (CGDV) in Q3 2026, closing a stake of 4,361 shares — an estimated $215K sold.

Third View Private Wealth first reported a position in CGDV in Q4 2025 and held it in 2 quarters. The position peaked at $226K in Q4 2025. 501 funds tracked by Wall St. Rank hold CGDV as of Q3 2026.

  • Third View Private Wealth reported no remaining Capital Group Dividend Value ETF position as of Q3 2026 after selling out during the quarter.
  • Third View Private Wealth sold 4,361 Capital Group Dividend Value ETF shares in Q3 2026, an estimated $215K.
  • Third View Private Wealth first reported a position in Capital Group Dividend Value ETF in Q4 2025 and held it in 2 quarters.
  • Third View Private Wealth's Capital Group Dividend Value ETF position peaked at $226K in Q4 2025.
  • 501 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.