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David Shaw’s Capital Group Dividend Growers ETF CGDG Stock Holding History

David Shaw’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 		$1.11M Buy
29,535
+14,949
+102% +$556K ﹤0.01% 3688
2026
Q1 		$524K Buy
14,586
+6,015
+70% +$220K ﹤0.01% 3833
2025
Q4 		$305K Sell
8,571
-12,370
-59% -$435K ﹤0.01% 4144
2025
Q3 		$726K Buy
20,941
+1,450
+7% +$49.4K ﹤0.01% 3658
2025
Q2 		$655K Buy
19,491
+6,194
+47% +$197K ﹤0.01% 3509
2025
Q1 		$411K Buy
+13,297
New +$409K ﹤0.01% 3601

Other funds holding CGDG

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Morgan Stanley
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

David Shaw's CGDG Position: Q2 2026 in Review

David Shaw increased its Capital Group Dividend Growers ETF (CGDG) stake by 102% in Q2 2026, buying an estimated $556K and bringing the position to 29,535 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #3688.

David Shaw first reported a position in CGDG in Q1 2025 and has held it in 6 quarters since. 279 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

  • David Shaw held 29,535 shares of Capital Group Dividend Growers ETF worth $1.11M as of Q2 2026.
  • David Shaw bought 14,949 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $556K.
  • Capital Group Dividend Growers ETF made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #3688 holding.
  • David Shaw first reported a position in Capital Group Dividend Growers ETF in Q1 2025 and has held it in 6 quarters since.
  • 279 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.