Geneos Wealth Management Inc. Grows Stock Position in Capital Group Dividend Value ETF (NYSEARCA:CGDV)

Geneos Wealth Management Inc. increased its stake in shares of Capital Group Dividend Value ETF (NYSEARCA:CGDV) by 11.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 8,419 shares of the company’s stock after purchasing an additional 869 shares during the quarter. Geneos Wealth Management Inc.’s holdings in Capital Group Dividend Value ETF were worth $297,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Harbor Investment Advisory LLC lifted its stake in shares of Capital Group Dividend Value ETF by 2.1% in the 3rd quarter. Harbor Investment Advisory LLC now owns 14,600 shares of the company’s stock worth $532,000 after acquiring an additional 300 shares during the period. Thurston Springer Miller Herd & Titak Inc. boosted its holdings in Capital Group Dividend Value ETF by 7.3% in the 3rd quarter. Thurston Springer Miller Herd & Titak Inc. now owns 4,475 shares of the company’s stock valued at $163,000 after purchasing an additional 304 shares in the last quarter. Professional Financial Advisors LLC increased its position in Capital Group Dividend Value ETF by 1.2% during the 4th quarter. Professional Financial Advisors LLC now owns 32,882 shares of the company’s stock worth $1,159,000 after purchasing an additional 383 shares during the period. Peapack Gladstone Financial Corp raised its stake in shares of Capital Group Dividend Value ETF by 0.5% during the 3rd quarter. Peapack Gladstone Financial Corp now owns 80,610 shares of the company’s stock worth $2,937,000 after buying an additional 440 shares in the last quarter. Finally, Financial Council LLC lifted its holdings in shares of Capital Group Dividend Value ETF by 1.5% in the 3rd quarter. Financial Council LLC now owns 31,514 shares of the company’s stock valued at $1,148,000 after buying an additional 473 shares during the period.

Capital Group Dividend Value ETF Price Performance

Capital Group Dividend Value ETF stock opened at $36.54 on Thursday. The stock’s 50 day moving average price is $36.07 and its 200 day moving average price is $35.74. Capital Group Dividend Value ETF has a 1-year low of $29.85 and a 1-year high of $37.17. The company has a market cap of $8.33 billion, a PE ratio of 22.38 and a beta of 0.92.

Capital Group Dividend Value ETF Profile

The Capital Group Dividend Value ETF (CGDV) is an exchange-traded fund that mostly invests in total market equity. The fund is an actively managed fund that primarily invests in stocks of dividend-paying, large- and mid-cap US companies. The fund seeks to produce income exceeding the average yield on US stocks.