J. Derek Lewis & Associates Inc. / CGDVUSD
J. Derek Lewis & Associates Inc.’s Capital Group Dividend Value Position
Does J. Derek Lewis & Associates Inc. own Capital Group Dividend Value (CGDVUSD)? Yes — 754.9K shares worth $32M (+7.22% of its 13F portfolio) as of Q1 2026.
Position Value
$32M
Q1 2026
Shares
754.9K
% of Portfolio
+7.22%
Quarters Held
1
currently held
Position History CGDVUSD
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 754.9K | $32M | +7.22% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See J. Derek Lewis & Associates Inc.’s full portfolio or all institutional holders of CGDVUSD.