Halbert Hargrove Global Advisors’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Halbert Hargrove Global Advisors’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	$9.64K	Hold	257	–	–	﹤0.01%	311
2026 Q1	$9.23K	Hold	257	–	–	﹤0.01%	290
2025 Q4	$9.16K	Hold	257	–	–	﹤0.01%	299
2025 Q3	$8.91K	Buy	+257	New	+$8.75K	﹤0.01%	341

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

Halbert Hargrove Global Advisors's CGDG Position: Q2 2026 in Review

Halbert Hargrove Global Advisors held its Capital Group Dividend Growers ETF (CGDG) position steady in Q2 2026 at 257 shares worth $9.64K. The position accounts for ﹤0.01% of the portfolio, ranked #311.

Halbert Hargrove Global Advisors first reported a position in CGDG in Q3 2025 and has held it in 4 quarters since. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

Halbert Hargrove Global Advisors held 257 shares of Capital Group Dividend Growers ETF worth $9.64K as of Q2 2026.
Halbert Hargrove Global Advisors left its Capital Group Dividend Growers ETF share count unchanged in Q2 2026.
Capital Group Dividend Growers ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #311 holding.
Halbert Hargrove Global Advisors first reported a position in Capital Group Dividend Growers ETF in Q3 2025 and has held it in 4 quarters since.
280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.