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Capital Group Divid Value Etf Shs Creation Unit shares owned by CrossGen Wealth

Quarter-by-quarter ownership of Capital Group Divid Value Etf Shs Creation Unit (CGDV) shares owned by CrossGen Wealth from 13F filings

Historical chart of CrossGen Wealth 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 CrossGen Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Divid Value Etf Shs Creation Unit by CrossGen Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $19k 446 42.54

More positions owned by CrossGen Wealth

Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV)
Apple (AAPL)
Valero Energy Corporation (VLO)
Wal-Mart Stores (WMT)
Broadcom (AVGO)
Microsoft Corporation (MSFT)
Alphabet Incorporated Cap Stk Class A Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Marathon Petroleum Corp (MPC)
Amazon (AMZN)
Goldman Sachs (GS)
Eaton Corporation SHS (ETN)
Ishares Tr Core Msci Eafe Core Msci Eafe (IEFA)
Vanguard Index Funds S&p 500 Etf S&p 500 Etf Shs (VOO)
Air Products & Chemicals (APD)

View all positions for CrossGen Wealth

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

LPL Financial
Morgan Stanley
Raymond James Financial
Capital Research and Management Company - Division 3
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Wells Fargo & Company
Cetera Investment Advisers
Bank of America Corporation
Commonwealth Equity Services
Capital Group Private Client Services
Jones Financial Companies, L.L
Advance Capital Management
UBS Group
Advisor Group Holdings

View all funds holding Capital Group Divid Value Etf Shs Creation Unit