Hartmann Taylor Wealth Management, LLC Capital Group Divid Value ETF Transaction History

Hartmann Taylor Wealth Management, LLC

  • $148 Billion
  • Q4 2025

A detailed history of Hartmann Taylor Wealth Management, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Hartmann Taylor Wealth Management, LLC holds 298,867 shares of CGDV stock, worth $12.8 Million. This represents 8.81% of its overall portfolio holdings.

Number of Shares
298,867
Previous 287,483 3.96%
Holding current value
$12.8 Million
Previous $12.1 Billion 7.94%
% of portfolio
8.81%
Previous 8.68%

Shares

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

Jan 15, 2026
BUY
$41.33 - $43.47 $470,500 - $494,862
11,384 Added 3.96%
298,867 $13 Billion
Q3 2025

Oct 20, 2025
BUY
$39.59 - $42.21 $1.06 Million - $1.13 Million
26,712 Added 10.24%
287,483 $12.1 Billion
Q2 2025

Jul 15, 2025
SELL
$31.93 - $39.49 $167,568 - $207,243
-5,248 Reduced 1.97%
260,771 $10.3 Billion
Q1 2025

Apr 24, 2025
BUY
$34.95 - $37.36 $9.3 Million - $9.94 Million
266,019 New
266,019 $9.48 Billion

Others Institutions Holding CGDV

# of Institutions
636
Shares Held
425M
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
Track This Portfolio

Track Hartmann Taylor Wealth Management, LLC Portfolio

Follow Hartmann Taylor Wealth Management, LLC 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 Hartmann Taylor Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hartmann Taylor Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email