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 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

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

Cornerstone Wealth Management's CGDG Position: Q2 2026 in Review

Cornerstone Wealth Management increased its Capital Group Dividend Growers ETF (CGDG) stake by 0.04% in Q2 2026, buying an estimated $112 and bringing the position to 6,723 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #656.

Cornerstone Wealth Management first reported a position in CGDG in Q4 2025 and has held it in 3 quarters since. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

Cornerstone Wealth Management held 6,723 shares of Capital Group Dividend Growers ETF worth $252K as of Q2 2026.
Cornerstone Wealth Management bought 3 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $112.
Capital Group Dividend Growers ETF made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #656 holding.
Cornerstone Wealth Management first reported a position in Capital Group Dividend Growers ETF in Q4 2025 and has held it in 3 quarters since.
280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.