APFP
CGDG icon

Action Point Financial Planning’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Action Point Financial Planning’s Portfolio CGDG Stock Details CGDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.4K Buy
+384
New +$14.3K ﹤0.01% 1285

Other funds holding CGDG

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Action Point Financial Planning's CGDG Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Capital Group Dividend Growers ETF (CGDG) in Q2 2026: 384 shares worth $14.4K. The stake represents ﹤0.01% of the portfolio and ranks #1285 among its holdings.

279 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

  • Action Point Financial Planning held 384 shares of Capital Group Dividend Growers ETF worth $14.4K as of Q2 2026.
  • Capital Group Dividend Growers ETF was a new Action Point Financial Planning position in Q2 2026.
  • Capital Group Dividend Growers ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1285 holding.
  • 279 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.