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

Genesis Private Wealth, LLC

  • $322 Billion
  • Q4 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 72,414 shares of CGDV stock, worth $3.11 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares
72,414
Previous 24,798 192.02%
Holding current value
$3.11 Million
Previous $1.04 Billion 203.2%
% of portfolio
0.98%
Previous 0.44%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
BUY
$41.33 - $43.47 $1.97 Million - $2.07 Million
47,616 Added 192.02%
72,414 $3.16 Billion
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
640
Shares Held
426M
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
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