GWP
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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
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

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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