SEC 13F Intelligence

Onyx Bridge Wealth Group LLC / CGDVUSD

Onyx Bridge Wealth Group LLC’s Capital Group Dividend Value Position

Does Onyx Bridge Wealth Group LLC own Capital Group Dividend Value (CGDVUSD)? Yes — 616.7K shares worth $26M (+2.82% of its 13F portfolio) as of Q1 2026, up from 582.9K shares the prior filed quarter.

Position Value
$26M
Q1 2026
Shares
616.7K
% of Portfolio
+2.82%
Quarters Held
6
currently held

Position History CGDVUSD

Reported value by quarter
Q4 ’24: $2MQ4 ’24Q1 ’25: $4MQ1 ’25Q2 ’25: $14MQ2 ’25Q3 ’25: $19MQ3 ’25Q4 ’25: $25MQ4 ’25Q1 ’26: $26MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026616.7K$26M+2.82%
Q4 2025582.9K$25M+2.71%
Q3 2025449.7K$19M+2.06%
Q2 2025351.8K$14M+1.84%
Q1 2025125.8K$4M+0.64%
Q4 202458.0K$2M+0.29%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Onyx Bridge Wealth Group LLC’s full portfolio or all institutional holders of CGDVUSD.