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 Q2	$494K	Buy	13,182 +21	+0.2%	+$781	0.03%	301
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 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

Berger Financial Group's CGDG Position: Q2 2026 in Review

Berger Financial Group increased its Capital Group Dividend Growers ETF (CGDG) stake by 0.16% in Q2 2026, buying an estimated $781 and bringing the position to 13,182 shares worth $494K. 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 7 quarters since. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

Berger Financial Group held 13,182 shares of Capital Group Dividend Growers ETF worth $494K as of Q2 2026.
Berger Financial Group bought 21 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $781.
Capital Group Dividend Growers ETF made up 0.03% of Berger Financial Group's portfolio in Q2 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 7 quarters since.
280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.