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Balboa Wealth Partners’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Balboa Wealth Partners’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 		$326K Sell
8,702
-1,040
-11% -$38.7K 0.04% 324
2026
Q1 		$350K Buy
9,742
+2,056
+27% +$75.3K 0.06% 269
2025
Q4 		$274K Sell
7,686
-116
-1% -$4.08K 0.05% 308
2025
Q3 		$270K Buy
7,802
+707
+10% +$24.1K 0.05% 296
2025
Q2 		$239K Buy
+7,095
New +$225K 0.05% 296

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

Balboa Wealth Partners's CGDG Position: Q2 2026 in Review

Balboa Wealth Partners reduced its Capital Group Dividend Growers ETF (CGDG) stake by 11% in Q2 2026, selling an estimated $38.7K and leaving 8,702 shares worth $326K. The position accounts for 0.04% of the portfolio, ranked #324.

Balboa Wealth Partners first reported a position in CGDG in Q2 2025 and has held it in 5 quarters since. The position peaked at $350K in Q1 2026. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

  • Balboa Wealth Partners held 8,702 shares of Capital Group Dividend Growers ETF worth $326K as of Q2 2026.
  • Balboa Wealth Partners sold 1,040 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $38.7K.
  • Capital Group Dividend Growers ETF made up 0.04% of Balboa Wealth Partners's portfolio in Q2 2026, its #324 holding.
  • Balboa Wealth Partners first reported a position in Capital Group Dividend Growers ETF in Q2 2025 and has held it in 5 quarters since.
  • Balboa Wealth Partners's Capital Group Dividend Growers ETF position peaked at $350K in Q1 2026.
  • 280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.