SEC 13F Intelligence

Investment Insight Wealth Management, LLC / CGDV

Investment Insight Wealth Management, LLC’s Capital Group Dividend Value Position

Does Investment Insight Wealth Management, LLC own Capital Group Dividend Value (CGDV)? Yes — 38.2K shares worth $2M (+1.75% of its 13F portfolio) as of Q1 2026, up from 36.7K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
38.2K
% of Portfolio
+1.75%
Quarters Held
2
currently held

Position History CGDV

Reported value by quarter
Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202638.2K$2M+1.75%
Q4 202536.7K$2M+1.57%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Investment Insight Wealth Management, LLC’s full portfolio or all institutional holders of CGDV.