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Cornerstone Wealth Management’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Cornerstone Wealth Management’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 		$255K Buy
6,882
+159
+2% +$6.08K 0.01% 648
2026
Q2 		$252K Buy
6,723
+3
+0% +$112 0.01% 656
2026
Q1 		$241K Buy
6,720
+325
+5% +$11.9K 0.01% 626
2025
Q4 		$228K Buy
+6,395
New +$225K 0.01% 619

Other funds holding CGDG

Confluence Wealth Services
Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
J. Derek Lewis & Associates
J. Derek Lewis & Associates Newport Beach, California $555M AUM 11.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Cornerstone Wealth Management's CGDG Position: Q3 2026 in Review

Cornerstone Wealth Management increased its Capital Group Dividend Growers ETF (CGDG) stake by 2.4% in Q3 2026, buying an estimated $6.08K and bringing the position to 6,882 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #648.

Cornerstone Wealth Management first reported a position in CGDG in Q4 2025 and has held it in 4 quarters since. 157 funds tracked by Wall St. Rank hold CGDG as of Q3 2026.

  • Cornerstone Wealth Management held 6,882 shares of Capital Group Dividend Growers ETF worth $255K as of Q3 2026.
  • Cornerstone Wealth Management bought 159 Capital Group Dividend Growers ETF shares in Q3 2026, an estimated $6.08K.
  • Capital Group Dividend Growers ETF made up 0.01% of Cornerstone Wealth Management's portfolio in Q3 2026, its #648 holding.
  • Cornerstone Wealth Management first reported a position in Capital Group Dividend Growers ETF in Q4 2025 and has held it in 4 quarters since.
  • 157 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.