GRP
CGDG icon

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
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
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Global Retirement Partners's CGDG Position: Q4 2025 in Review

Global Retirement Partners increased its Capital Group Dividend Growers ETF (CGDG) stake by 331% in Q4 2025, buying an estimated $1.18M and bringing the position to 43,688 shares worth $1.56M. The position accounts for 0.03% of the portfolio, ranked #510.

Global Retirement Partners first reported a position in CGDG in Q3 2024 and has held it in 5 quarters since. 250 funds tracked by Wall St. Rank hold CGDG as of Q4 2025.

  • Global Retirement Partners held 43,688 shares of Capital Group Dividend Growers ETF worth $1.56M as of Q4 2025.
  • Global Retirement Partners bought 33,546 Capital Group Dividend Growers ETF shares in Q4 2025, an estimated $1.18M.
  • Capital Group Dividend Growers ETF made up 0.03% of Global Retirement Partners's portfolio in Q4 2025, its #510 holding.
  • Global Retirement Partners first reported a position in Capital Group Dividend Growers ETF in Q3 2024 and has held it in 5 quarters since.
  • 250 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.