Kwb Wealth Capital Group Divid Value ETF Transaction History

Kwb Wealth

  • $882 Million
  • Q3 2025

A detailed history of Kwb Wealth transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Kwb Wealth holds 302,429 shares of CGDV stock, worth $12.7 Million. This represents 1.44% of its overall portfolio holdings.

Number of Shares
302,429
Previous 200,054 51.17%
Holding current value
$12.7 Million
Previous $7.9 Million 60.9%
% of portfolio
1.44%
Previous 0.93%

Shares

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

Oct 07, 2025
BUY
$39.59 - $42.21 $4.05 Million - $4.32 Million
102,375 Added 51.17%
302,429 $12.7 Million
Q2 2025

Jul 16, 2025
BUY
$31.93 - $39.49 $2.35 Million - $2.91 Million
73,630 Added 58.24%
200,054 $7.9 Million
Q1 2025

Apr 10, 2025
BUY
$34.95 - $37.36 $3.51 Million - $3.75 Million
100,454 Added 386.81%
126,424 $4.48 Million
Q4 2024

Jan 13, 2025
BUY
$35.16 - $37.12 $913,105 - $964,006
25,970 New
25,970 $915,000

Others Institutions Holding CGDV

# of Institutions
571
Shares Held
371M
Call Options Held
0
Put Options Held
0
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 Kwb Wealth Portfolio

Follow Kwb Wealth 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 Kwb Wealth, based on Form 13F filings with the SEC.

News

Stay updated on Kwb Wealth with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email