Valeo Financial Advisors
CGDV icon

Valeo Financial Advisors’s Capital Group Dividend Value ETF CGDV Stock Holding History

Valeo Financial Advisors’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
Q4 		– Sell
-7,806
Closed -$328K – 851
2025
Q3 		$328K Buy
+7,806
New +$321K 0.01% 581

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Valeo Financial Advisors's CGDV Position: Q4 2025 in Review

Valeo Financial Advisors sold out of Capital Group Dividend Value ETF (CGDV) in Q4 2025, closing a stake of 7,806 shares — an estimated $328K sold.

Valeo Financial Advisors first reported a position in CGDV in Q3 2025 and held it in 1 quarter. The position peaked at $328K in Q3 2025. 701 funds tracked by Wall St. Rank hold CGDV as of Q4 2025.

  • Valeo Financial Advisors reported no remaining Capital Group Dividend Value ETF position as of Q4 2025 after selling out during the quarter.
  • Valeo Financial Advisors sold 7,806 Capital Group Dividend Value ETF shares in Q4 2025, an estimated $328K.
  • Valeo Financial Advisors first reported a position in Capital Group Dividend Value ETF in Q3 2025 and held it in 1 quarter.
  • Valeo Financial Advisors's Capital Group Dividend Value ETF position peaked at $328K in Q3 2025.
  • 701 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q4 2025.

Based on Valeo Financial Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.