GENESIS PRIVATE WEALTH, LLC CGDV Holdings History
GENESIS PRIVATE WEALTH, LLC's Capital Group Dividend Value ETF Holding Summary
As of 2025-06-30, GENESIS PRIVATE WEALTH, LLC held 10,740.00 shares of Capital Group Dividend Value ETF(CGDV), totaling $424,120.00. This investment constitutes 0.2% of their stock portfolio, and GENESIS PRIVATE WEALTH, LLC now holds 0% of the outstanding Capital Group Dividend Value ETF(CGDV) stock.
The initial trade took place in 2025Q2. And since then GENESIS PRIVATE WEALTH, LLC has made 1 purchases of CGDV, at an average price of $36.24, for a total of 10,740.00 shares. Based on historical transaction data and CGDV's current price of $40.67, GENESIS PRIVATE WEALTH, LLC's estimated gain on his CGDV holdings is $47,578.20, reflecting a 12.22% gain to date.
GENESIS PRIVATE WEALTH, LLC CGDV ($40.67) Holding Chart
GENESIS PRIVATE WEALTH, LLC CGDV ($40.67) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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