BFG
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Berger Financial Group’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Berger Financial Group’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
Q1 		$472K Buy
13,161
+210
+2% +$7.69K 0.03% 301
2025
Q4 		$462K Buy
12,951
+164
+1% +$5.77K 0.03% 305
2025
Q3 		$443K Buy
12,787
+36
+0.3% +$1.23K 0.03% 301
2025
Q2 		$429K Buy
12,751
+3,950
+45% +$125K 0.03% 284
2025
Q1 		$272K Buy
8,801
+1,104
+14% +$34K 0.02% 351
2024
Q4 		$228K Buy
+7,697
New +$234K 0.02% 376

Other funds holding CGDG

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Berger Financial Group's CGDG Position: Q1 2026 in Review

Berger Financial Group increased its Capital Group Dividend Growers ETF (CGDG) stake by 1.6% in Q1 2026, buying an estimated $7.69K and bringing the position to 13,161 shares worth $472K. The position accounts for 0.03% of the portfolio, ranked #301.

Berger Financial Group first reported a position in CGDG in Q4 2024 and has held it in 6 quarters since. 264 funds tracked by Wall St. Rank hold CGDG as of Q1 2026.

  • Berger Financial Group held 13,161 shares of Capital Group Dividend Growers ETF worth $472K as of Q1 2026.
  • Berger Financial Group bought 210 Capital Group Dividend Growers ETF shares in Q1 2026, an estimated $7.69K.
  • Capital Group Dividend Growers ETF made up 0.03% of Berger Financial Group's portfolio in Q1 2026, its #301 holding.
  • Berger Financial Group first reported a position in Capital Group Dividend Growers ETF in Q4 2024 and has held it in 6 quarters since.
  • 264 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.