Global Retirement Partners’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Global Retirement 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	$2.36M	Buy	+62,823	New	+$2.34M	0.04%	440
2025 Q4	$1.56M	Buy	43,688 +33,546	+331%	+$1.18M	0.03%	510
2025 Q3	$351K	Buy	10,142 +7,337	+262%	+$250K	0.01%	911
2025 Q2	$94.3K	Buy	+2,805	New	+$89.1K	﹤0.01%	1463
2024 Q4	$9.16K	Hold	309	–	–	﹤0.01%	2427
2024 Q3	$9.49K	Buy	+309	New	+$9.13K	﹤0.01%	2315

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

Global Retirement Partners's CGDG Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Capital Group Dividend Growers ETF (CGDG) in Q2 2026: 62,823 shares worth $2.36M. The stake represents 0.04% of the portfolio and ranks #440 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in CGDG as recently as Q4 2025.

Global Retirement Partners first reported a position in CGDG in Q3 2024 and has held it in 6 quarters since. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

Global Retirement Partners held 62,823 shares of Capital Group Dividend Growers ETF worth $2.36M as of Q2 2026.
Capital Group Dividend Growers ETF was a new Global Retirement Partners position in Q2 2026.
Capital Group Dividend Growers ETF made up 0.04% of Global Retirement Partners's portfolio in Q2 2026, its #440 holding.
Global Retirement Partners first reported a position in Capital Group Dividend Growers ETF in Q3 2024 and has held it in 6 quarters since.
280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.