Meridian Wealth Management, LLC Capital Group Divid Value ETF Transaction History

Meridian Wealth Management, LLC

$2.53 Billion
Q3 2025

A detailed history of Meridian Wealth Management, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 62,603 shares of CGDV stock, worth $2.68 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

62,603

Previous 54,895 14.04%

Holding current value

$2.68 Million

Previous $2.17 Million 21.41%

% of portfolio

0.1%

Previous 0.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$39.59 - $42.21 $305,159 - $325,354	7,708 Added 14.04%	62,603 $2.63 Million
Q2 2025 Aug 08, 2025	BUY	$31.93 - $39.49 $1.29 Million - $1.6 Million	40,400 Added 278.72%	54,895 $2.17 Million
Q3 2024 Nov 12, 2024	SELL	$32.96 - $36.48 $1,219 - $1,349	-37 Reduced 0.25%	14,495 $528,000
Q2 2024 Aug 08, 2024	BUY	$31.1 - $33.37 $451,945 - $484,932	14,532 New	14,532 $479,000
Q4 2023 Feb 08, 2024	BUY	$25.56 - $30.04 $7,668 - $9,012	300 Added 2.11%	14,532 $433,000

Q3 2023 Oct 17, 2023	BUY	$26.43 - $28.23 $71,070 - $75,910	2,689 Added 23.3%	14,232 $376,000
Q1 2023 May 12, 2023	BUY	$23.52 - $25.15 $2,069 - $2,213	88 Added 0.77%	11,543 $287,000
Q3 2022 Nov 14, 2022	BUY	$20.42 - $24.29 $233,911 - $278,241	11,455 New	11,455 $234,000

Others Institutions Holding CGDV

# of Institutions

617

Shares Held

420M

Call Options Held

Put Options Held

8.7K

View Full List

About CAPITAL GROUP DIVID VALUE ETF

Ticker CGDV
Sector ETFs
Industry ETFs

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Meridian Wealth Management, LLC Capital Group Divid Value ETF Transaction History