Question 1

How many shares of CGDV does &PARTNERS own?

Accepted Answer

As of 2026-Q1, &PARTNERS holds 2.6M shares of CGDV (CAPITAL GROUP DIVIDEND VALUE).

Question 2

What is &PARTNERS's CGDV position worth?

Accepted Answer

As of 2026-Q1, &PARTNERS's CGDV position is worth $112.8M.

Question 3

Is &PARTNERS buying or selling CGDV?

Accepted Answer

In 2026-Q1, &PARTNERS increased their CGDV position (+11.3% change in shares).

Question 4

When did &PARTNERS first buy CGDV?

Accepted Answer

Based on available 13F filings, &PARTNERS first reported a position in CGDV in 2024-Q2. They have held the position across 17 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	2.6M	+11.3%	$112.8M	0.6%	$44.98	47
2025-Q4	Increased	2.4M	+48.0%	$103.8M	0.5%	$43.93	58
2025-Q3	Increased	1.6M	+11.6%	$67.6M	0.4%	$41.61	39
2025-Q2	Increased	1.4M	+18.5%	$57M	0.4%	$39.01	41
2025-Q1	Increased	1.2M	+60.8%	$43.1M	0.5%	$34.98	50
2024-Q4	Increased	755,606	+16.3%	$26.7M	0.3%	$34.80	40
2024-Q3	Increased	649,985	+13.4%	$23.7M	0.5%	$35.64	39
2024-Q2	Increased	572,937	+7.2%	$18.9M	0.8%	$32.24	43

CGDVShowing 8 of 17 quarters

CGDV
Showing 8 of 17 quarters