CIBC Private Wealth Group
CGDG icon

CIBC Private Wealth Group’s Capital Group Dividend Growers ETF CGDG Stock Holding History

CIBC Private Wealth Group’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
Q4 		$24.8K Hold
696
– – ﹤0.01% 2093
2025
Q3 		$24.1K Buy
+696
New +$23.7K ﹤0.01% 2087

Other funds holding CGDG

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CIBC Private Wealth Group's CGDG Position: Q4 2025 in Review

CIBC Private Wealth Group held its Capital Group Dividend Growers ETF (CGDG) position steady in Q4 2025 at 696 shares worth $24.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2093.

CIBC Private Wealth Group first reported a position in CGDG in Q3 2025 and has held it in 2 quarters since. 250 funds tracked by Wall St. Rank hold CGDG as of Q4 2025.

  • CIBC Private Wealth Group held 696 shares of Capital Group Dividend Growers ETF worth $24.8K as of Q4 2025.
  • CIBC Private Wealth Group left its Capital Group Dividend Growers ETF share count unchanged in Q4 2025.
  • Capital Group Dividend Growers ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2093 holding.
  • CIBC Private Wealth Group first reported a position in Capital Group Dividend Growers ETF in Q3 2025 and has held it in 2 quarters since.
  • 250 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.