Question 1

How many shares of CGDV does Kestra Advisory Services, LLC own?

Accepted Answer

As of 2026-Q1, Kestra Advisory Services, LLC holds 5.9M shares of CGDV (CAPITAL GROUP DIVIDEND VALUE).

Question 2

What is Kestra Advisory Services, LLC's CGDV position worth?

Accepted Answer

As of 2026-Q1, Kestra Advisory Services, LLC's CGDV position is worth $249.2M.

Question 3

Is Kestra Advisory Services, LLC buying or selling CGDV?

Accepted Answer

In 2026-Q1, Kestra Advisory Services, LLC increased their CGDV position (+14.9% change in shares).

Question 4

When did Kestra Advisory Services, LLC first buy CGDV?

Accepted Answer

Based on available 13F filings, Kestra Advisory Services, LLC 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	5.9M	+14.9%	$249.2M	0.9%	$44.98	50
2025-Q4	Increased	5.1M	+15.3%	$222.4M	0.9%	$43.93	50
2025-Q3	Increased	4.4M	+1.7%	$185.7M	0.8%	$41.61	44
2025-Q2	Increased	4.3M	+17.9%	$171.6M	0.8%	$39.01	50
2025-Q1	Decreased	3.7M	-0.4%	$131.3M	0.6%	$34.98	0
2024-Q4	Increased	3.7M	+23.2%	$130.4M	0.7%	$34.80	52
2024-Q3	Increased	3M	+36.9%	$109.4M	0.6%	$35.64	55
2024-Q2	Increased	2.2M	+34.5%	$72.3M	0.4%	$32.24	46

CGDVShowing 8 of 17 quarters

CGDV
Showing 8 of 17 quarters