SEC 13F Intelligence

Challenger Wealth Management / CGDVUSD

Challenger Wealth Management’s Capital Group Dividend Value Position

Does Challenger Wealth Management own Capital Group Dividend Value (CGDVUSD)? Yes — 473.8K shares worth $20M (+16.11% of its 13F portfolio) as of Q1 2026, down from 485.6K shares the prior filed quarter.

Position Value
$20M
Q1 2026
Shares
473.8K
% of Portfolio
+16.11%
Quarters Held
6
currently held

Position History CGDVUSD

Reported value by quarter
Q4 ’24: $11MQ4 ’24Q1 ’25: $16MQ1 ’25Q2 ’25: $19MQ2 ’25Q3 ’25: $20MQ3 ’25Q4 ’25: $21MQ4 ’25Q1 ’26: $20MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026473.8K$20M+16.11%
Q4 2025485.6K$21M+16.17%
Q3 2025477.3K$20M+15.69%
Q2 2025482.8K$19M+13.22%
Q1 2025452.8K$16M+12.79%
Q4 2024316.1K$11M+9.60%

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