Wealth Enhancement Advisory Services
CGDV icon

Wealth Enhancement Advisory Services’s Capital Group Dividend Value ETF CGDV Stock Holding History

Wealth Enhancement Advisory Services’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 		$55.4M Sell
1,298,302
-520,348
-29% -$23.1M 0.12% 167
2025
Q4 		$80.7M Buy
1,818,650
+85,687
+5% +$3.68M 0.11% 179
2025
Q3 		$73.4M Buy
1,732,963
+81,325
+5% +$3.34M 0.11% 174
2025
Q2 		$66.4M Buy
1,651,638
+32,422
+2% +$1.18M 0.11% 181
2025
Q1 		$57.7M Buy
1,619,216
+86,823
+6% +$3.15M 0.11% 178
2024
Q4 		$54M Buy
1,532,393
+159,164
+12% +$5.79M 0.1% 191
2024
Q3 		$50M Buy
1,373,229
+315,017
+30% +$10.9M 0.11% 189
2024
Q2 		$34.9M Buy
1,058,212
+234,367
+28% +$7.64M 0.08% 229
2024
Q1 		$26.8M Buy
823,845
+44,104
+6% +$1.36M 0.07% 262
2023
Q4 		$23.3M Buy
779,741
+74,406
+11% +$2.05M 0.07% 273
2023
Q3 		$18.7M Buy
+705,335
New +$19.3M 0.06% 290

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