Platt Wealth Management LLC / CGDV
Platt Wealth Management LLC’s Capital Group Dividend Value Position
Does Platt Wealth Management LLC own Capital Group Dividend Value (CGDV)? Yes — 418.3K shares worth $18M (+17.35% of its 13F portfolio) as of Q1 2026, down from 420.3K shares the prior filed quarter.
Position Value
$18M
Q1 2026
Shares
418.3K
% of Portfolio
+17.35%
Quarters Held
2
currently held
Position History CGDV
Reported value by quarter
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Platt Wealth Management LLC’s full portfolio or all institutional holders of CGDV.