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

Capital A Wealth Management’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
Q2 		– Sell
-889
Closed -$27.5K – 495
2025
Q1 		$27.5K Buy
889
+57
+7% +$1.75K 0.03% 201
2024
Q4 		$24.7K Buy
+832
New +$25.3K 0.04% 213

Other funds holding CGDG

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Morgan Stanley
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

Capital A Wealth Management's CGDG Position: Q2 2025 in Review

Capital A Wealth Management sold out of Capital Group Dividend Growers ETF (CGDG) in Q2 2025, closing a stake of 889 shares — an estimated $27.5K sold.

Capital A Wealth Management first reported a position in CGDG in Q4 2024 and held it in 2 quarters. The position peaked at $27.5K in Q1 2025. 188 funds tracked by Wall St. Rank hold CGDG as of Q2 2025.

  • Capital A Wealth Management reported no remaining Capital Group Dividend Growers ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 889 Capital Group Dividend Growers ETF shares in Q2 2025, an estimated $27.5K.
  • Capital A Wealth Management first reported a position in Capital Group Dividend Growers ETF in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Capital Group Dividend Growers ETF position peaked at $27.5K in Q1 2025.
  • 188 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.