Trinity Wealth Management’s Capital Group Dividend Value ETF CGDV Stock Holding History

Trinity Wealth Management’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
2025 Q3	$1.58M	Buy
2025 Q2	$1.38M	Sell
2025 Q1	$5.11M	Buy
2024 Q4	$4.9M	Buy
2024 Q3	$4.8M	Buy