SEC 13F Intelligence

Expressive Wealth LLC / CGDVUSD

Expressive Wealth LLC’s Capital Group Dividend Value Position

Does Expressive Wealth LLC own Capital Group Dividend Value (CGDVUSD)? Yes109.6K shares worth $5M (+4.96% of its 13F portfolio) as of Q1 2026, up from 89.2K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
109.6K
% of Portfolio
+4.96%
Quarters Held
2
currently held

Position History CGDVUSD

Reported value by quarter
Q4 ’25: $4MQ4 ’25Q1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026109.6K$5M+4.96%
Q4 202589.2K$4M+4.20%

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