SEC 13F Intelligence

Altus Wealth Group LLC / CGDVUSD

Altus Wealth Group LLC’s Capital Group Dividend Value Position

Does Altus Wealth Group LLC own Capital Group Dividend Value (CGDVUSD)? Yes — 64.1K shares worth $3M (+1.12% of its 13F portfolio) as of Q1 2026, up from 43.2K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
64.1K
% of Portfolio
+1.12%
Quarters Held
3
currently held

Position History CGDVUSD

Reported value by quarter
Q3 ’25: $591,362Q3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202664.1K$3M+1.12%
Q4 202543.2K$2M+0.75%
Q3 202514.1K$591,362+0.24%

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