Envestnet Portfolio Solutions
CGDG icon

Envestnet Portfolio Solutions’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Envestnet Portfolio Solutions’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
Q1 		$6.71M Sell
187,036
-481
-0.3% -$17.6K 0.04% 240
2025
Q4 		$6.68M Buy
187,517
+20,346
+12% +$716K 0.02% 315
2025
Q3 		$5.79M Buy
167,171
+32,844
+24% +$1.12M 0.02% 324
2025
Q2 		$4.52M Sell
134,327
-66,574
-33% -$2.12M 0.02% 390
2025
Q1 		$6.21M Buy
200,901
+13,784
+7% +$424K 0.02% 315
2024
Q4 		$5.55M Buy
187,117
+25,991
+16% +$790K 0.02% 371
2024
Q3 		$4.95M Buy
161,126
+134,986
+516% +$3.99M 0.02% 395
2024
Q2 		$744K Buy
+26,140
New +$744K ﹤0.01% 970

Other funds holding CGDG

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return