Genesis Private Wealth, LLC Capital Group Divid Value ETF Transaction History

Genesis Private Wealth, LLC

  • $238 Billion
  • Q3 2025

A detailed history of Genesis Private Wealth, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Genesis Private Wealth, LLC holds 24,798 shares of CGDV stock, worth $1.06 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
24,798
Previous 10,740 130.89%
Holding current value
$1.06 Million
Previous $424 Million 145.74%
% of portfolio
0.44%
Previous 0.2%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 08, 2025
BUY
$39.59 - $42.21 $556,556 - $593,388
14,058 Added 130.89%
24,798 $1.04 Billion
Q2 2025

Jul 17, 2025
BUY
$31.93 - $39.49 $342,928 - $424,122
10,740 New
10,740 $424 Million

Others Institutions Holding CGDV

# of Institutions
618
Shares Held
418M
Call Options Held
0
Put Options Held
8.7K
View Full List

About CAPITAL GROUP DIVID VALUE ETF

CGDV Quotes by TradingView
  • Ticker CGDV
  • Sector ETFs
  • Industry ETFs
More about CGDV
Track This Portfolio

Track Genesis Private Wealth, LLC Portfolio

Follow Genesis Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Genesis Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Genesis Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email