Capital Group Divid Value Etf Shs Creation Unit shares owned by Core Wealth Partners
Quarter-by-quarter ownership of Capital Group Divid Value Etf Shs Creation Unit (CGDV) shares owned by Core Wealth Partners
from 13F filings
Historical chart of Core Wealth Partners investment in Capital Group Divid Value Etf Shs Creation Unit
Tip: Access up to 7 years of quarterly data
All positions including Capital Group Divid Value Etf Shs Creation Unit held by Core Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Capital Group Divid Value Etf Shs Creation Unit by Core Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $751k | 18k | 42.03 |
| 2025-06-30 | $705k | 18k | 39.49 |
| 2025-03-31 | $625k | 18k | 35.64 |
| 2024-12-31 | $532k | 15k | 35.26 |
| 2024-09-30 | $549k | 15k | 36.44 |
| 2024-03-31 | $484k | 15k | 32.50 |
| 2023-12-31 | $347k | 12k | 29.84 |
| 2023-09-30 | $330k | 13k | 26.47 |
| 2023-06-30 | $336k | 12k | 27.04 |
| 2023-03-31 | $260k | 10k | 24.94 |
Top funds holding Capital Group Divid Value Etf Shs Creation Unit
View all funds holding Capital Group Divid Value Etf Shs Creation Unit