Gimbal Financial Capital Group Divid Value ETF Transaction History

Gimbal Financial

$167 Billion
Q3 2025

A detailed history of Gimbal Financial transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Gimbal Financial holds 5,018 shares of CGDV stock, worth $215,171. This represents 0.13% of its overall portfolio holdings.

Number of Shares

5,018

Holding current value

$215,171

% of portfolio

0.13%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$39.59 - $42.21 $198,662 - $211,809	5,018 New	5,018 $211 Million
Q2 2024 Jul 12, 2024	BUY	$31.1 - $33.37 $31 - $33	1 Added 0.01%	8,218 $278 Million
Q4 2023 Feb 01, 2024	BUY	$25.56 - $30.04 $210,026 - $246,838	8,217 New	8,217 $245 Million

Others Institutions Holding CGDV

# of Institutions

617

Shares Held

420M

Call Options Held

Put Options Held

8.7K

Lpl Financial LLC Fort Mill, SC

52.6M
Shares

$2.25 Billion
0.69% of portfolio
Morgan Stanley New York, NY

23.2M
Shares

$996 Million
0.06% of portfolio
Capital International Investors Los Angeles, CA

22.5M
Shares

$965 Million
0.16% of portfolio
Raymond James Financial Inc St. Petersburg, FL

22.1M
Shares

$949 Million
0.31% of portfolio
Envestnet Asset Management Inc

17.4M
Shares

$746 Million
0.23% of portfolio

View Full List

About CAPITAL GROUP DIVID VALUE ETF

Ticker CGDV
Sector ETFs
Industry ETFs

More about CGDV

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