Gutierrez Wealth Advisory’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Gutierrez Wealth Advisory’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	$684K	Buy	19,064 +3,130	+20%	+$115K	0.43%	30
2025 Q4	$568K	Buy	15,934 +4,058	+34%	+$143K	0.36%	32
2025 Q3	$411K	Buy	11,876 +2,679	+29%	+$91.2K	0.26%	37
2025 Q2	$309K	Buy	+9,197	New	+$292K	0.21%	46

Other funds holding CGDG

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Gutierrez Wealth Advisory's CGDG Position: Q1 2026 in Review

Gutierrez Wealth Advisory increased its Capital Group Dividend Growers ETF (CGDG) stake by 20% in Q1 2026, buying an estimated $115K and bringing the position to 19,064 shares worth $684K. The position accounts for 0.43% of the portfolio, ranked #30.

Gutierrez Wealth Advisory first reported a position in CGDG in Q2 2025 and has held it in 4 quarters since. 264 funds tracked by Wall St. Rank hold CGDG as of Q1 2026.

Gutierrez Wealth Advisory held 19,064 shares of Capital Group Dividend Growers ETF worth $684K as of Q1 2026.
Gutierrez Wealth Advisory bought 3,130 Capital Group Dividend Growers ETF shares in Q1 2026, an estimated $115K.
Capital Group Dividend Growers ETF made up 0.43% of Gutierrez Wealth Advisory's portfolio in Q1 2026, its #30 holding.
Gutierrez Wealth Advisory first reported a position in Capital Group Dividend Growers ETF in Q2 2025 and has held it in 4 quarters since.
264 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q1 2026.

Based on Gutierrez Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.