Capital Group Divid Value Etf Shs Creation Unit shares owned by Medallion Wealth Advisors
Quarter-by-quarter ownership of Capital Group Divid Value Etf Shs Creation Unit (CGDV) shares owned by Medallion Wealth Advisors
from 13F filings
Historical chart of Medallion Wealth Advisors investment in Capital Group Divid Value Etf Shs Creation Unit
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Quarterly reported holdings in Capital Group Divid Value Etf Shs Creation Unit by Medallion Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $1.8M | 43k | 42.54 |
| 2025-12-31 | $1.5M | 35k | 43.64 |
| 2025-09-30 | $1.3M | 32k | 42.03 |
| 2025-06-30 | $1.2M | 29k | 39.59 |
| 2025-03-31 | $927k | 26k | 35.73 |
| 2024-12-31 | $630k | 18k | 35.26 |
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