Belpointe Asset Management’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Belpointe Asset 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	$231K	Buy	+6,170	New	+$230K	0.01%	1005

Other funds holding CGDG

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

JDLA

J. Derek Lewis & Associates Newport Beach, California $529M AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Belpointe Asset Management's CGDG Position: Q2 2026 in Review

Belpointe Asset Management opened a new position in Capital Group Dividend Growers ETF (CGDG) in Q2 2026: 6,170 shares worth $231K. The stake represents 0.01% of the portfolio and ranks #1005 among its holdings.

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

Belpointe Asset Management held 6,170 shares of Capital Group Dividend Growers ETF worth $231K as of Q2 2026.
Capital Group Dividend Growers ETF was a new Belpointe Asset Management position in Q2 2026.
Capital Group Dividend Growers ETF made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #1005 holding.
131 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.