Apollon Wealth Management’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Apollon Wealth Management’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	$8.54M	Buy	227,691 +40,334	+22%	+$1.5M	0.1%	177
2026 Q1	$6.73M	Buy	187,357 +43,787	+30%	+$1.6M	0.11%	166
2025 Q4	$5.12M	Buy	143,570 +11,129	+8%	+$392K	0.09%	198
2025 Q3	$4.59M	Buy	132,441 +89,150	+206%	+$3.04M	0.08%	212
2025 Q2	$1.46M	Buy	+43,291	New	+$1.38M	0.03%	438

Other funds holding CGDG

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Apollon Wealth Management's CGDG Position: Q2 2026 in Review

Apollon Wealth Management increased its Capital Group Dividend Growers ETF (CGDG) stake by 22% in Q2 2026, buying an estimated $1.5M and bringing the position to 227,691 shares worth $8.54M. The position accounts for 0.1% of the portfolio, ranked #177.

Apollon Wealth Management first reported a position in CGDG in Q2 2025 and has held it in 5 quarters since. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

Apollon Wealth Management held 227,691 shares of Capital Group Dividend Growers ETF worth $8.54M as of Q2 2026.
Apollon Wealth Management bought 40,334 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $1.5M.
Capital Group Dividend Growers ETF made up 0.1% of Apollon Wealth Management's portfolio in Q2 2026, its #177 holding.
Apollon Wealth Management first reported a position in Capital Group Dividend Growers ETF in Q2 2025 and has held it in 5 quarters since.
280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.