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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

FFS

Forge Financial Services Edmond, Oklahoma $1.16B AUM 20.7% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Third View Private Wealth's CGDV Position: Q2 2026 in Review

Third View Private Wealth opened a new position in Capital Group Dividend Value ETF (CGDV) in Q2 2026: 4,361 shares worth $215K. The stake represents 0.03% of the portfolio and ranks #284 among its holdings. This is a return to the name: Third View Private Wealth previously reported a position in CGDV as recently as Q4 2025.

Third View Private Wealth first reported a position in CGDV in Q4 2025 and has held it in 2 quarters since. The position peaked at $226K in Q4 2025. 533 funds tracked by Wall St. Rank hold CGDV as of Q2 2026.

Third View Private Wealth held 4,361 shares of Capital Group Dividend Value ETF worth $215K as of Q2 2026.
Capital Group Dividend Value ETF was a new Third View Private Wealth position in Q2 2026.
Capital Group Dividend Value ETF made up 0.03% of Third View Private Wealth's portfolio in Q2 2026, its #284 holding.
Third View Private Wealth first reported a position in Capital Group Dividend Value ETF in Q4 2025 and has held it in 2 quarters since.
Third View Private Wealth's Capital Group Dividend Value ETF position peaked at $226K in Q4 2025.
533 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.