Boyer Financial Services
CGDG icon

Boyer Financial Services’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Boyer Financial Services’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
Q3 		$12M Buy
323,569
+6,730
+2% +$257K 9.59% 1
2026
Q2 		$12M Buy
316,839
+19,670
+7% +$732K 10.13% 1
2026
Q1 		$10.7M Buy
297,169
+12,670
+4% +$464K 11.31% 1
2025
Q4 		$10.2M Buy
+284,499
New +$10M 10.85% 1

Other funds holding CGDG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Confluence Wealth Services
Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
J. Derek Lewis & Associates
J. Derek Lewis & Associates Newport Beach, California $555M AUM 11.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Boyer Financial Services's CGDG Position: Q3 2026 in Review

Boyer Financial Services increased its Capital Group Dividend Growers ETF (CGDG) stake by 2.1% in Q3 2026, buying an estimated $257K and bringing the position to 323,569 shares worth $12M. The position accounts for 9.59% of the portfolio, ranked #1.

Boyer Financial Services first reported a position in CGDG in Q4 2025 and has held it in 4 quarters since. The position peaked at $12M in Q2 2026. 167 funds tracked by Wall St. Rank hold CGDG as of Q3 2026.

  • Boyer Financial Services held 323,569 shares of Capital Group Dividend Growers ETF worth $12M as of Q3 2026.
  • Boyer Financial Services bought 6,730 Capital Group Dividend Growers ETF shares in Q3 2026, an estimated $257K.
  • Capital Group Dividend Growers ETF made up 9.59% of Boyer Financial Services's portfolio in Q3 2026, its #1 holding.
  • Boyer Financial Services first reported a position in Capital Group Dividend Growers ETF in Q4 2025 and has held it in 4 quarters since.
  • Boyer Financial Services's Capital Group Dividend Growers ETF position peaked at $12M in Q2 2026.
  • 167 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q3 2026.

Based on Boyer Financial Services's 13F filing for Q3 2026, filed 23 Oct 2026.