Capital Group Divid Value Etf Shs Creation Unit shares owned by Tempus Wealth Planning
Quarter-by-quarter ownership of Capital Group Divid Value Etf Shs Creation Unit (CGDV) shares owned by Tempus Wealth Planning
from 13F filings
Historical chart of Tempus Wealth Planning 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 Tempus Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 252k | 42.03 |
| 2025-06-30 | $10M | 254k | 39.49 |
| 2025-03-31 | $8.0M | 226k | 35.64 |
| 2024-12-31 | $6.3M | 178k | 35.26 |
| 2024-09-30 | $2.0M | 55k | 36.44 |
| 2024-06-30 | $1.5M | 46k | 33.00 |
| 2024-03-31 | $701k | 22k | 32.50 |
| 2023-12-31 | $357k | 12k | 29.84 |
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