GKWIM
CGDG icon

Gerber Kawasaki Wealth & Investment Management’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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 		$1.35M Sell
36,051
-1,533
-4% -$57K 0.04% 151
2026
Q1 		$1.35M Sell
37,584
-8,398
-18% -$308K 0.04% 142
2025
Q4 		$1.64M Buy
45,982
+1,022
+2% +$36K 0.06% 126
2025
Q3 		$1.56M Buy
44,960
+20,715
+85% +$705K 0.05% 128
2025
Q2 		$815K Buy
+24,245
New +$770K 0.03% 160

Other funds holding CGDG

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
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
JDLA
J. Derek Lewis & Associates Newport Beach, California $529M AUM

Gerber Kawasaki Wealth & Investment Management's CGDG Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management reduced its Capital Group Dividend Growers ETF (CGDG) stake by 4.1% in Q2 2026, selling an estimated $57K and leaving 36,051 shares worth $1.35M. The position accounts for 0.04% of the portfolio, ranked #151.

Gerber Kawasaki Wealth & Investment Management first reported a position in CGDG in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.64M in Q4 2025. 202 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 36,051 shares of Capital Group Dividend Growers ETF worth $1.35M as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management sold 1,533 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $57K.
  • Capital Group Dividend Growers ETF made up 0.04% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #151 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Capital Group Dividend Growers ETF in Q2 2025 and has held it in 5 quarters since.
  • Gerber Kawasaki Wealth & Investment Management's Capital Group Dividend Growers ETF position peaked at $1.64M in Q4 2025.
  • 202 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.