Gateway Wealth Partners’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Gateway Wealth Partners’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	$6.85M	Sell	182,567 -87,507	-32%	-$3.26M	0.41%	67
2026 Q1	$9.7M	Buy	270,074 +215,740	+397%	+$7.9M	0.38%	71
2025 Q4	$1.94M	Buy	54,334 +16,302	+43%	+$574K	0.22%	122
2025 Q3	$1.32M	Buy	38,032 +12,073	+47%	+$411K	0.18%	131
2025 Q2	$873K	Buy	25,959 +8,668	+50%	+$275K	0.17%	139
2025 Q1	$534K	Buy	17,291 +4,388	+34%	+$135K	0.12%	176
2024 Q4	$382K	Buy	12,903 +4,968	+63%	+$151K	0.1%	193
2024 Q3	$244K	Buy	+7,935	New	+$235K	0.07%	243

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

Gateway Wealth Partners's CGDG Position: Q2 2026 in Review

Gateway Wealth Partners reduced its Capital Group Dividend Growers ETF (CGDG) stake by 32% in Q2 2026, selling an estimated $3.26M and leaving 182,567 shares worth $6.85M. The position accounts for 0.41% of the portfolio, ranked #67.

Gateway Wealth Partners first reported a position in CGDG in Q3 2024 and has held it in 8 quarters since. The position peaked at $9.7M in Q1 2026. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

Gateway Wealth Partners held 182,567 shares of Capital Group Dividend Growers ETF worth $6.85M as of Q2 2026.
Gateway Wealth Partners sold 87,507 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $3.26M.
Capital Group Dividend Growers ETF made up 0.41% of Gateway Wealth Partners's portfolio in Q2 2026, its #67 holding.
Gateway Wealth Partners first reported a position in Capital Group Dividend Growers ETF in Q3 2024 and has held it in 8 quarters since.
Gateway Wealth Partners's Capital Group Dividend Growers ETF position peaked at $9.7M in Q1 2026.
280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.