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

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

Historical chart of Greenline Wealth Management 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 Greenline Wealth Management 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 Greenline Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $6.1M 144k 42.54

More positions owned by Greenline Wealth Management

Capital Group Dividend Value Shs Creation Uni (CGDV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
J P Morgan Exchange Traded F Active Growth (JGRO)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Tesla Motors (TSLA)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Bd Index Fds Intermed Term (BIV)
Meta Platforms Cl A (META)
Amazon (AMZN)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)

View all positions for Greenline Wealth Management

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