Carson Wealth (CWM LLC)
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$222K Buy
6,615
+1,174
+22% +$39.4K ﹤0.01% 2079
2025
Q1 		$168K Buy
5,441
+4,271
+365% +$132K ﹤0.01% 2040
2024
Q4 		$35K Buy
1,170
+778
+198% +$23.3K ﹤0.01% 3046
2024
Q3 		$12K Buy
+392
New +$12K ﹤0.01% 3666