CGDV — CAPITAL GROUP DIVIDEND VALUE

Ownership history in BetterWealth, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which BetterWealth, LLC reported a position in CAPITAL GROUP DIVIDEND VALUE (CGDV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.34% (2025 Q4)
Avg. % of fund
2.12%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 235,393 +12,184 +5.5% 2.34% $10.3M $43.64
2025 Q3 ADDED 223,209 +3,839 +1.8% 2.23% $9.4M $41.85
2025 Q2 ADDED 219,370 +15,609 +7.7% 2.22% $8.7M $39.19
2025 Q1 ADDED 203,761 +20,411 +11.1% 2.04% $7.3M $35.25
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    CGDV price (monthly, adj. close)

Other funds also holding CGDV

As of 2025 Q4 — sorted by position size

Erickson Financial Group, LLC 3Y 28.07% Advance Capital Management, Inc. 3Y 18.6% Platt Wealth Management LLC 18.18% Summit Investment Advisory Services, LLC 3Y 16.56% Challenger Wealth Management 16.17% Carter Financial, LLC 14.01% IAM Advisory, LLC 3Y 13.84% Kropog Financial Group, LLC 13.1% SILVIA MCCOLL WEALTH MANAGEMENT, LLC 12.35% Ergawealth Advisors, Inc. 12.1%
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