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

Centaurus Financial’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	$5.24M	Buy	139,763 +7,008	+5%	+$261K	0.2%	111
2026 Q1	$4.77M	Buy	132,755 +2,785	+2%	+$102K	0.23%	100
2025 Q4	$4.63M	Buy	129,970 +118,472	+1,030%	+$4.17M	0.21%	103
2025 Q3	$398K	Buy	11,498 +5,167	+82%	+$176K	0.02%	593
2025 Q2	$213K	Buy	6,331 +642	+11%	+$20.4K	0.01%	702
2025 Q1	$176K	Hold	5,689	–	–	0.01%	712
2024 Q4	$169K	Buy	+5,689	New	+$173K	0.01%	705

Other funds holding CGDG

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Centaurus Financial's CGDG Position: Q2 2026 in Review

Centaurus Financial increased its Capital Group Dividend Growers ETF (CGDG) stake by 5.3% in Q2 2026, buying an estimated $261K and bringing the position to 139,763 shares worth $5.24M. The position accounts for 0.2% of the portfolio, ranked #111.

Centaurus Financial first reported a position in CGDG in Q4 2024 and has held it in 7 quarters since. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

Centaurus Financial held 139,763 shares of Capital Group Dividend Growers ETF worth $5.24M as of Q2 2026.
Centaurus Financial bought 7,008 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $261K.
Capital Group Dividend Growers ETF made up 0.2% of Centaurus Financial's portfolio in Q2 2026, its #111 holding.
Centaurus Financial first reported a position in Capital Group Dividend Growers ETF in Q4 2024 and has held it in 7 quarters since.
280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.