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Triad Wealth Partners’s Capital Group Dividend Value ETF CGDV Stock Holding History

Triad Wealth Partners’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
Q1 		– Sell
-7,640
Closed -$333K – 483
2025
Q4 		$333K Buy
+7,640
New +$328K 0.03% 357

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Capital International Investors
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Envestnet Asset Management
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Triad Wealth Partners's CGDV Position: Q1 2026 in Review

Triad Wealth Partners sold out of Capital Group Dividend Value ETF (CGDV) in Q1 2026, closing a stake of 7,640 shares — an estimated $333K sold.

Triad Wealth Partners first reported a position in CGDV in Q4 2025 and held it in 1 quarter. The position peaked at $333K in Q4 2025. 735 funds tracked by Wall St. Rank hold CGDV as of Q1 2026.

  • Triad Wealth Partners reported no remaining Capital Group Dividend Value ETF position as of Q1 2026 after selling out during the quarter.
  • Triad Wealth Partners sold 7,640 Capital Group Dividend Value ETF shares in Q1 2026, an estimated $333K.
  • Triad Wealth Partners first reported a position in Capital Group Dividend Value ETF in Q4 2025 and held it in 1 quarter.
  • Triad Wealth Partners's Capital Group Dividend Value ETF position peaked at $333K in Q4 2025.
  • 735 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.