Carson Wealth (CWM LLC)
CGDG icon

Carson Wealth (CWM LLC)’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$203K Buy
5,651
+347
+7% +$12.7K ﹤0.01% 2733
2025
Q4 		$189K Sell
5,304
-164
-3% -$5.77K ﹤0.01% 2616
2025
Q3 		$189K Sell
5,468
-1,147
-17% -$39.1K ﹤0.01% 2491
2025
Q2 		$222K Buy
6,615
+1,174
+22% +$37.3K ﹤0.01% 2081
2025
Q1 		$168K Buy
5,441
+4,271
+365% +$131K ﹤0.01% 2042
2024
Q4 		$35K Buy
1,170
+778
+198% +$23.6K ﹤0.01% 3048
2024
Q3 		$12K Buy
+392
New +$11.6K ﹤0.01% 3668

Other funds holding CGDG

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CGDG Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Capital Group Dividend Growers ETF (CGDG) stake by 6.5% in Q1 2026, buying an estimated $12.7K and bringing the position to 5,651 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #2733.

Carson Wealth (CWM LLC) first reported a position in CGDG in Q3 2024 and has held it in 7 quarters since. The position peaked at $222K in Q2 2025. 266 funds tracked by Wall St. Rank hold CGDG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,651 shares of Capital Group Dividend Growers ETF worth $203K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 347 Capital Group Dividend Growers ETF shares in Q1 2026, an estimated $12.7K.
  • Capital Group Dividend Growers ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2733 holding.
  • Carson Wealth (CWM LLC) first reported a position in Capital Group Dividend Growers ETF in Q3 2024 and has held it in 7 quarters since.
  • Carson Wealth (CWM LLC)'s Capital Group Dividend Growers ETF position peaked at $222K in Q2 2025.
  • 266 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.