Colonial Trust’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Colonial Trust’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	$96.3K	Buy	+2,542	New	+$94.6K	0.01%	401

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

Colonial Trust's CGDG Position: Q2 2026 in Review

Colonial Trust opened a new position in Capital Group Dividend Growers ETF (CGDG) in Q2 2026: 2,542 shares worth $96.3K. The stake represents 0.01% of the portfolio and ranks #401 among its holdings.

280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

Colonial Trust held 2,542 shares of Capital Group Dividend Growers ETF worth $96.3K as of Q2 2026.
Capital Group Dividend Growers ETF was a new Colonial Trust position in Q2 2026.
Capital Group Dividend Growers ETF made up 0.01% of Colonial Trust's portfolio in Q2 2026, its #401 holding.
280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Colonial Trust's 13F filing for Q2 2026, filed 11 Aug 2026.