CGDG β€” CAPITAL GROUP DIVIDEND GROWE

Ownership history in LongView Wealth Management  Β·  6 quarters on record

AI Ownership Summary

LongView Wealth Management reported CAPITAL GROUP DIVIDEND GROWE (CGDG) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 1.02% in 2025 Q4. The latest visible filing shows CGDG at 1.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CGDG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LongView Wealth Management's position in CAPITAL GROUP DIVIDEND GROWE, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CGDG was reported at 1.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.02% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How LongView Wealth Management held CGDG β€” position size vs. price
% of Fund (quarterly)    CGDG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 114,939 +16,448 +16.7% 1.02% $4.2M 2026-02-14 (Est.) $37.69
2025 Q3 ADDED 98,491 +27,912 +39.5% 0.92% $3.4M 2025-10-14 $34.42
2025 Q2 ADDED 70,579 +17,487 +32.9% 0.72% $2.4M 2025-07-11 $33.48
2025 Q1 ADDED 53,092 +11,665 +28.2% 0.49% $1.6M 2025-04-21 $29.37
2024 Q4 ADDED 41,427 +26,483 +177.2% 0.37% $1.2M 2025-01-15 $29.05
2024 Q3 INITIATED 14,944 β€” β€” 0.15% $459K 2024-10-09 $29.91

FAQ About LongView Wealth Management and CGDG

These are the practical questions this page is built to answer before you even open the full history table.

How long has LongView Wealth Management reported owning CGDG?

LongView Wealth Management reported CGDG across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported CGDG position in LongView Wealth Management's portfolio?

The largest reported portfolio weight for CGDG was 1.02% in 2025 Q4.

What is the latest reported CGDG position on this page?

The most recent filing on this page is 2025 Q4, when LongView Wealth Management reported 114,939 shares, equal to 1.02% of portfolio, with an estimated market value of $4.2M.

What does the chart on this CGDG ownership page compare?

The chart compares LongView Wealth Management's quarterly CGDG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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