Stocks › CGDV

CGDV

CGDV·USD

$49.82

+0.26 (+0.52%)

Close · Oct 6, 2026 · Close Prices from Tiingo.com

CGDV

Nasdaq 100S&P 500

Filings

Default90D1Y5YALL

CGDVS&P 500 (rebased)

Congress BuyCongress SellInsider BuyInsider SellForm 1448-K ResultsLobbying

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Daily closes, adjusted for splits and dividends · Close Prices from Tiingo.comHover a marker, every one is a filing · move across the line for the crosshair

Congressional Trades

Recent trades of CGDV by members of U.S. Congress · 0 on record

No congressional trades in CGDV on record.

Whale Activity

Position changes in CGDV reported for 2026-09-30 by 4 tracked institutional filers

Increased0
New0
Held0
Decreased0
Closed0
No prior filing4

Filer	Shares	Value	Change
PARK NATIONAL CORP /OH/	927.0K	$45.3M	—
Olistico Wealth, LLC	216.7K	$10.6M	—
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC	203.2K	$9.9M	—
PRIVATE CLIENT SERVICES, LLC	45.6K	$2.2M	—

KeyVex tracks a curated set of large 13F filers plus the largest positions in recent filings, so this is a sample of institutional activity, not the whole market.

Insider Trading

Net shares bought (+) or sold (−) on the open market by CGDV insiders, by quarter · Form 4

No open-market insider buys or sells in the last two years.

Recent Insider Transactions

0 transactions on record · newest first

All insider activity →

No insider transactions on record.

Fund Holders

Mutual funds and ETFs holding CGDV · SEC Form N-PORT

Fund	Shares	Value	% of fund	As of
American Funds Tax-Aware Conservative Growth and Income Portfolio AMERICAN FUNDS PORTFOLIO SERIES	23.0M	$1.14B	16.86%	Jul 31, 2026
JNL Growth ETF Allocation Fund JNL Series Trust	590.5K	$29.1M	6.15%	Jun 30, 2026
GuidePath Growth Allocation Fund GPS Funds II	427.1K	$21.0M	1.26%	Jun 30, 2026
JNL Moderate Growth ETF Allocation Fund JNL Series Trust	350.3K	$17.3M	4.48%	Jun 30, 2026
JNL Moderate ETF Allocation Fund JNL Series Trust	133.9K	$6.6M	2.65%	Jun 30, 2026
Dga Core Plus Absolute Return ETF Tidal Trust II	12.9K	$599K	3.00%	Apr 30, 2026
Mindful Conservative ETF Collaborative Investment Series Trust	7,759	$330K	4.36%	Mar 31, 2026

Mutual funds and ETFs whose N-PORT filings list CGDV's shares (CUSIP 14020W106), each fund at its latest report since Mar 7, 2026, largest positions first. Bonds, options and short positions are left out.

Activist & Passive Stakes

Schedule 13D / 13G beneficial-ownership filings

No 13D/13G beneficial-ownership filings on record.

Corporate Lobbying

Estimated quarterly lobbying spending reported under the LDA, filings naming CGDV as client

No lobbying filings found naming CGDV as the client.

Government Contracts

Federal awards to CGDV · USAspending

No federal contract awards found for CGDV.

U.S. Patents

Recent USPTO applications naming CGDV

No USPTO patent applications found for CGDV.

Annual Financials

From CGDV's 10-K filings · XBRL

No annual XBRL figures on record for CGDV. KeyVex's fundamentals cover about 130 large companies so far.

Stock Splits

Every split and reverse split in the price history

No stock splits in CGDV's price history.

Material Events (8-K)

Corporate events filed with the SEC

No 8-K filings on record.

About CGDV

From SEC EDGAR company records

No company profile on record.