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

Beta Wealth 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
2025
Q1 		– Sell
-7,970
Closed -$236K – 110
2024
Q4 		$236K Buy
7,970
+611
+8% +$18.6K 0.1% 99
2024
Q3 		$226K Buy
+7,359
New +$218K 0.1% 97

Other funds holding CGDG

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $2.58B AUM 19.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beta Wealth Group's CGDG Position: Q1 2025 in Review

Beta Wealth Group sold out of Capital Group Dividend Growers ETF (CGDG) in Q1 2025, closing a stake of 7,970 shares — an estimated $236K sold.

Beta Wealth Group first reported a position in CGDG in Q3 2024 and held it in 2 quarters. The position peaked at $236K in Q4 2024. 158 funds tracked by Wall St. Rank hold CGDG as of Q1 2025.

  • Beta Wealth Group reported no remaining Capital Group Dividend Growers ETF position as of Q1 2025 after selling out during the quarter.
  • Beta Wealth Group sold 7,970 Capital Group Dividend Growers ETF shares in Q1 2025, an estimated $236K.
  • Beta Wealth Group first reported a position in Capital Group Dividend Growers ETF in Q3 2024 and held it in 2 quarters.
  • Beta Wealth Group's Capital Group Dividend Growers ETF position peaked at $236K in Q4 2024.
  • 158 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q1 2025.

Based on Beta Wealth Group's 13F filing for Q1 2025, filed 9 May 2025.