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Bond & Devick Financial Network’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Bond & Devick Financial Network’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 		$303K Sell
8,073
-269
-3% -$10K 0.07% 154
2026
Q1 		$299K Sell
8,342
-179
-2% -$6.55K 0.08% 149
2025
Q4 		$304K Buy
8,521
+284
+3% +$9.99K 0.09% 138
2025
Q3 		$285K Hold
8,237
– – 0.09% 138
2025
Q2 		$277K Hold
8,237
– – 0.09% 137
2025
Q1 		$255K Hold
8,237
– – 0.09% 137
2024
Q4 		$253K Hold
8,237
– – 0.11% 135
2024
Q3 		$253K Buy
+8,237
New +$243K 0.11% 135

Other funds holding CGDG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
LWM
LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
NWMG
National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Bond & Devick Financial Network's CGDG Position: Q2 2026 in Review

Bond & Devick Financial Network reduced its Capital Group Dividend Growers ETF (CGDG) stake by 3.2% in Q2 2026, selling an estimated $10K and leaving 8,073 shares worth $303K. The position accounts for 0.07% of the portfolio, ranked #154.

Bond & Devick Financial Network first reported a position in CGDG in Q3 2024 and has held it in 8 quarters since. The position peaked at $304K in Q4 2025. 43 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

  • Bond & Devick Financial Network held 8,073 shares of Capital Group Dividend Growers ETF worth $303K as of Q2 2026.
  • Bond & Devick Financial Network sold 269 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $10K.
  • Capital Group Dividend Growers ETF made up 0.07% of Bond & Devick Financial Network's portfolio in Q2 2026, its #154 holding.
  • Bond & Devick Financial Network first reported a position in Capital Group Dividend Growers ETF in Q3 2024 and has held it in 8 quarters since.
  • Bond & Devick Financial Network's Capital Group Dividend Growers ETF position peaked at $304K in Q4 2025.
  • 43 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Bond & Devick Financial Network's 13F filing for Q2 2026, filed 16 Jul 2026.