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

Genesis Private Wealth, LLC

$212 Billion
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding CGDV

# of Institutions

539

Shares Held

332M

Call Options Held

200

Put Options Held

14.3K

Lpl Financial LLC Fort Mill, SC

29.5M
Shares

$1.2 Billion
0.43% of portfolio
Capital International Investors Los Angeles, CA

23.7M
Shares

$963 Million
0.17% of portfolio
Raymond James Financial Inc St. Petersburg, FL

17.4M
Shares

$705 Million
0.24% of portfolio
Envestnet Asset Management Inc

16.7M
Shares

$679 Million
0.2% of portfolio
Northwestern Mutual Wealth Management CO

13.8M
Shares

$562 Million
0.41% of portfolio

About CAPITAL GROUP DIVID VALUE ETF

Ticker CGDV
Sector ETFs
Industry ETFs

More about CGDV

Track This Portfolio

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.