Question 1

How many shares of CGDV does JONES FINANCIAL COMPANIES LLLP own?

Accepted Answer

As of 2026-Q1, JONES FINANCIAL COMPANIES LLLP holds 13.5M shares of CGDV (CAPITAL GROUP DIVIDEND VALUE).

Question 2

What is JONES FINANCIAL COMPANIES LLLP's CGDV position worth?

Accepted Answer

As of 2026-Q1, JONES FINANCIAL COMPANIES LLLP's CGDV position is worth $562.3M.

Question 3

Is JONES FINANCIAL COMPANIES LLLP buying or selling CGDV?

Accepted Answer

In 2026-Q1, JONES FINANCIAL COMPANIES LLLP increased their CGDV position (+30.5% change in shares).

Question 4

When did JONES FINANCIAL COMPANIES LLLP first buy CGDV?

Accepted Answer

Based on available 13F filings, JONES FINANCIAL COMPANIES LLLP first reported a position in CGDV in 2024-Q2. They have held the position across 10 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	13.5M	+30.5%	$562.3M	0.3%	$44.98	48
2025-Q4	Increased	10.3M	+31.6%	$450.9M	0.3%	$43.93	48
2025-Q3	Increased	7.9M	+39.1%	$328.6M	0.2%	$41.61	49
2025-Q2	Increased	5.6M	+42.7%	$222.7M	0.2%	$39.01	49
2025-Q1	Increased	4M	+47.3%	$140.3M	0.1%	$34.98	50
2024-Q4	Increased	2.7M	+73.0%	$94.7M	0.1%	$34.80	45
2024-Q3	Increased	1.6M	+132.8%	$56.6M	0.1%	$35.64	47
2024-Q2	Increased	666,962	+508.9%	$22M	0.0%	$32.24	46

CGDVShowing 8 of 10 quarters

CGDV
Showing 8 of 10 quarters