Ken Fisher's CGDV Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 6,650 shares of Capital Group Dividend Value ETF (CGDV) worth $282,913, representing 0.00% of the portfolio. First purchased in 2025-Q3, this short-term holding has been held for 3 quarters.
Based on 13F filings, Ken Fisher has maintained this position in CGDV for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2025, adding 1,908 shares. Largest reduction occurred in Q1 2026, reducing 4,260 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's Capital Group Dividend Value ETF (CGDV) Holding Value Over Time
Track share changes against reported price movement
Quarterly Capital Group Dividend Value ETF (CGDV) Trades by Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -4,260 | Reduce 39.05% | 6,650 | $42.54 |
| Q4 2025 | +1,908 | Add 21.20% | 10,910 | $43.64 |
| Q3 2025 | +9,002 | New Buy | 9,002 | $42.03 |
Ken Fisher's Capital Group Dividend Value ETF Investment FAQs
Ken Fisher first purchased Capital Group Dividend Value ETF (CGDV) in Q3 2025, acquiring 9,002 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held Capital Group Dividend Value ETF (CGDV) for 3 quarters since Q3 2025.
Ken Fisher's largest addition to Capital Group Dividend Value ETF (CGDV) was in Q3 2025, adding 9,002 shares worth $378,378.
According to the latest 13F filing for Q1 2026, Ken Fisher's firm, Fisher Asset Management, LLC, owns 6,650 shares of Capital Group Dividend Value ETF (CGDV), valued at approximately $282,913.
As of the Q1 2026 filing, Capital Group Dividend Value ETF (CGDV) represents approximately 0.00% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.
Ken Fisher's peak holding in Capital Group Dividend Value ETF (CGDV) was 10,910 shares, as reported at the end of Q4 2025.