CoreCap Advisors’s Capital Group Dividend Growers ETF CGDG Stock Holding History

CoreCap Advisors’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 Q3	$41.3K	Buy	1,115 +367	+49%	+$14K	﹤0.01%	1498
2026 Q2	$28.1K	Buy	748 +700	+1,458%	+$26K	﹤0.01%	1662
2026 Q1	$1.72K	Hold	48	–	–	﹤0.01%	2443
2025 Q4	$1.71K	Buy	+48	New	+$1.69K	﹤0.01%	2512
2025 Q2	–	Sell	-146	Closed	-$4.51K	–	2848
2025 Q1	$4.51K	Buy	146 +47	+47%	+$1.45K	﹤0.01%	2124
2024 Q4	$2.93K	Buy	+99	New	+$3.01K	﹤0.01%	2121

Other funds holding CGDG

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Boyer Financial Services Newport Beach, California $125M AUM 9.98% 1-Year Est. Return

Sweeney & Michel Chico, California $376M AUM 16.88% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

NavPoint Financial Prior Lake, Minnesota $283M AUM 9.09% 1-Year Est. Return

Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

CoreCap Advisors's CGDG Position: Q3 2026 in Review

CoreCap Advisors increased its Capital Group Dividend Growers ETF (CGDG) stake by 49% in Q3 2026, buying an estimated $14K and bringing the position to 1,115 shares worth $41.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1498.

CoreCap Advisors first reported a position in CGDG in Q4 2024 and has held it in 6 quarters since. 83 funds tracked by Wall St. Rank hold CGDG as of Q3 2026.

CoreCap Advisors held 1,115 shares of Capital Group Dividend Growers ETF worth $41.3K as of Q3 2026.
CoreCap Advisors bought 367 Capital Group Dividend Growers ETF shares in Q3 2026, an estimated $14K.
Capital Group Dividend Growers ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1498 holding.
CoreCap Advisors first reported a position in Capital Group Dividend Growers ETF in Q4 2024 and has held it in 6 quarters since.
83 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.