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Founders Capital Management (Texas)’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Founders Capital Management (Texas)’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 		$15K Hold
400
– – 0.01% 306
2026
Q1 		$14.4K Buy
+400
New +$14.6K 0.01% 291

Other funds holding CGDG

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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

Founders Capital Management (Texas)'s CGDG Position: Q2 2026 in Review

Founders Capital Management (Texas) held its Capital Group Dividend Growers ETF (CGDG) position steady in Q2 2026 at 400 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #306.

Founders Capital Management (Texas) first reported a position in CGDG in Q1 2026 and has held it in 2 quarters since. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

  • Founders Capital Management (Texas) held 400 shares of Capital Group Dividend Growers ETF worth $15K as of Q2 2026.
  • Founders Capital Management (Texas) left its Capital Group Dividend Growers ETF share count unchanged in Q2 2026.
  • Capital Group Dividend Growers ETF made up 0.01% of Founders Capital Management (Texas)'s portfolio in Q2 2026, its #306 holding.
  • Founders Capital Management (Texas) first reported a position in Capital Group Dividend Growers ETF in Q1 2026 and has held it in 2 quarters since.
  • 280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Founders Capital Management (Texas)'s 13F filing for Q2 2026, filed 21 Jul 2026.