SEC 13F Intelligence

Clear Point Advisors Inc. / CGDVUSD

Clear Point Advisors Inc.’s Capital Group Dividend Value Position

Does Clear Point Advisors Inc. own Capital Group Dividend Value (CGDVUSD)? Yes — 63.4K shares worth $3M (+2.09% of its 13F portfolio) as of Q1 2026, down from 64.5K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
63.4K
% of Portfolio
+2.09%
Quarters Held
9
currently held

Position History CGDVUSD

Reported value by quarter
Q1 ’24: $1MQ1 ’24Q2 ’24: $1MQ3 ’24: $2MQ3 ’24Q4 ’24: $2MQ1 ’25: $2MQ1 ’25Q2 ’25: $2MQ3 ’25: $2MQ3 ’25Q4 ’25: $3MQ1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202663.4K$3M+2.09%
Q4 202564.5K$3M+2.19%
Q3 202557.4K$2M+1.87%
Q2 202553.6K$2M+1.78%
Q1 202543.6K$2M+1.40%
Q4 202444.2K$2M+1.33%
Q3 202441.2K$2M+1.16%
Q2 202440.0K$1M+1.08%
Q1 202437.1K$1M+0.99%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Clear Point Advisors Inc.’s full portfolio or all institutional holders of CGDVUSD.