Cjm Wealth Advisers, Ltd. Capital Group Divid Value ETF Transaction History

Cjm Wealth Advisers, Ltd.

$334 Billion
Q4 2025

A detailed history of Cjm Wealth Advisers, Ltd. transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Cjm Wealth Advisers, Ltd. holds 331,859 shares of CGDV stock, worth $14.2 Million. This represents 4.33% of its overall portfolio holdings.

Number of Shares

331,859

Previous 217,532 52.56%

Holding current value

$14.2 Million

Previous $9.14 Billion 58.4%

% of portfolio

4.33%

Previous 2.81%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 23, 2026	BUY	$41.33 - $43.47 $4.73 Million - $4.97 Million	114,327 Added 52.56%	331,859 $14.5 Billion
Q3 2025 Oct 14, 2025	BUY	$39.59 - $42.21 $5.17 Million - $5.51 Million	130,538 Added 150.05%	217,532 $9.14 Billion
Q2 2025 Jul 14, 2025	BUY	$31.93 - $39.49 $1.52 Million - $1.88 Million	47,506 Added 120.3%	86,994 $3.44 Billion
Q1 2025 Apr 14, 2025	BUY	$34.95 - $37.36 $891,259 - $952,717	25,501 Added 182.32%	39,488 $1.41 Billion
Q4 2024 Jan 08, 2025	BUY	$35.16 - $37.12 $244,361 - $257,983	6,950 Added 98.76%	13,987 $493 Million

Q1 2024 Apr 08, 2024	BUY	$29.33 - $32.58 $206,395 - $229,265	7,037 New	7,037 $229 Million

Others Institutions Holding CGDV

# of Institutions

637

Shares Held

425M

Call Options Held

Put Options Held

8.7K

View Full List

About CAPITAL GROUP DIVID VALUE ETF

Ticker CGDV
Sector ETFs
Industry ETFs

More about CGDV

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Cjm Wealth Advisers, Ltd. Capital Group Divid Value ETF Transaction History