Ken Fisher's CGDV Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 9,002 shares of Capital Group Dividend Value ETF (CGDV) worth $378,378, representing 0.00% of the portfolio. First purchased in 2025-Q3, this recently established position has been held for 1 quarters.
Based on recent 13F filings, Ken Fisher has initiated a new position in CGDV, representing a fresh investment thesis on this company. Insufficient history to summarize additions or reductions.
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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| 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 1 quarters since Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher's largest addition to Capital Group Dividend Value ETF (CGDV) was in Q3 2025, adding 9,002 shares worth $378,378. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 9,002 shares of Capital Group Dividend Value ETF (CGDV), valued at approximately $378,378. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 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. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher's peak holding in Capital Group Dividend Value ETF (CGDV) was 9,002 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.