Gerber Kawasaki Wealth & Investment Management / CGDVUSD
Gerber Kawasaki Wealth & Investment Management’s Capital Group Dividend Value Position
Does Gerber Kawasaki Wealth & Investment Management own Capital Group Dividend Value (CGDVUSD)? Yes — 858.1K shares worth $37M (+1.16% of its 13F portfolio) as of Q1 2026, up from 857.8K shares the prior filed quarter.
Position Value
$37M
Q1 2026
Shares
858.1K
% of Portfolio
+1.16%
Quarters Held
16
currently held
Position History CGDVUSD
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 858.1K | $37M | +1.16% |
| Q4 2025 | 857.8K | $37M | +1.31% |
| Q3 2025 | 849.0K | $36M | +1.22% |
| Q2 2025 | 861.7K | $34M | +1.32% |
| Q1 2025 | 833.2K | $30M | +1.33% |
| Q4 2024 | 828.0K | $29M | +1.27% |
| Q3 2024 | 777.3K | $28M | +1.30% |
| Q2 2024 | 810.8K | $27M | +1.34% |
| Q1 2024 | 781.4K | $25M | +1.37% |
| Q4 2023 | 784.8K | $23M | +1.40% |
| Q3 2023 | 742.3K | $20M | +1.34% |
| Q2 2023 | 758.8K | $21M | +1.38% |
| Q1 2023 | 768.6K | $19M | +1.51% |
| Q4 2022 | 734.4K | $17M | +1.54% |
| Q3 2022 | 516.9K | $11M | +0.98% |
| Q2 2022 | 432.2K | $10M | +0.92% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Gerber Kawasaki Wealth & Investment Management’s full portfolio or all institutional holders of CGDVUSD.