FDW
CGDG icon

Fourth Dimension Wealth’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Fourth Dimension Wealth’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 		$207K Sell
5,523
-1,297
-19% -$48.3K 0.07% 152
2026
Q1 		$245K Sell
6,820
-24
-0.4% -$879 0.09% 126
2025
Q4 		$244K Buy
+6,844
New +$241K 0.09% 122

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

Fourth Dimension Wealth's CGDG Position: Q2 2026 in Review

Fourth Dimension Wealth reduced its Capital Group Dividend Growers ETF (CGDG) stake by 19% in Q2 2026, selling an estimated $48.3K and leaving 5,523 shares worth $207K. The position accounts for 0.07% of the portfolio, ranked #152.

Fourth Dimension Wealth first reported a position in CGDG in Q4 2025 and has held it in 3 quarters since. The position peaked at $245K in Q1 2026. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

  • Fourth Dimension Wealth held 5,523 shares of Capital Group Dividend Growers ETF worth $207K as of Q2 2026.
  • Fourth Dimension Wealth sold 1,297 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $48.3K.
  • Capital Group Dividend Growers ETF made up 0.07% of Fourth Dimension Wealth's portfolio in Q2 2026, its #152 holding.
  • Fourth Dimension Wealth first reported a position in Capital Group Dividend Growers ETF in Q4 2025 and has held it in 3 quarters since.
  • Fourth Dimension Wealth's Capital Group Dividend Growers ETF position peaked at $245K in Q1 2026.
  • 280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.