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

Perigon Wealth Management, LLC

  • $4.72 Billion
  • Q3 2025

A detailed history of Perigon Wealth Management, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 58,332 shares of CGDV stock, worth $2.5 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
58,332
Previous 51,135 14.07%
Holding current value
$2.5 Million
Previous $2.02 Million 21.4%
% of portfolio
0.05%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
BUY
$39.59 - $42.21 $284,929 - $303,785
7,197 Added 14.07%
58,332 $2.45 Million
Q2 2025

Jul 15, 2025
BUY
$31.93 - $39.49 $60,539 - $74,873
1,896 Added 3.85%
51,135 $2.02 Million
Q1 2025

Apr 23, 2025
BUY
$34.95 - $37.36 $15,447 - $16,513
442 Added 0.91%
49,239 $1.75 Million
Q4 2024

Jan 22, 2025
BUY
$35.16 - $37.12 $383,033 - $404,385
10,894 Added 28.74%
48,797 $1.72 Million
Q3 2024

Oct 16, 2024
BUY
$32.96 - $36.48 $1.25 Million - $1.38 Million
37,903 New
37,903 $1.38 Million

Others Institutions Holding CGDV

# of Institutions
620
Shares Held
422M
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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