Capital Group Divid Value Etf Shs Creation Unit shares owned by WCG Wealth Advisors
Quarter-by-quarter ownership of Capital Group Divid Value Etf Shs Creation Unit (CGDV) shares owned by WCG Wealth Advisors
from 13F filings
Historical chart of WCG 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 WCG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 25k | 42.03 |
| 2025-06-30 | $899k | 23k | 39.49 |
| 2025-03-31 | $677k | 19k | 35.62 |
| 2024-12-31 | $539k | 15k | 35.23 |
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