Halbert Hargrove Global Advisors
CGDG icon

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
Q3 		$9.33K Sell
252
-5
-2% -$191 ﹤0.01% 283
2026
Q2 		$9.6K 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

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Valmark Advisers
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Cambridge Investment Research Advisors
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J. Derek Lewis & Associates
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AssetMark Inc
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Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Halbert Hargrove Global Advisors's CGDG Position: Q3 2026 in Review

Halbert Hargrove Global Advisors reduced its Capital Group Dividend Growers ETF (CGDG) stake by 1.9% in Q3 2026, selling an estimated $191 and leaving 252 shares worth $9.33K. The position accounts for ﹤0.01% of the portfolio, ranked #283.

Halbert Hargrove Global Advisors first reported a position in CGDG in Q3 2025 and has held it in 5 quarters since. The position peaked at $9.6K in Q2 2026. 168 funds tracked by Wall St. Rank hold CGDG as of Q3 2026.

  • Halbert Hargrove Global Advisors held 252 shares of Capital Group Dividend Growers ETF worth $9.33K as of Q3 2026.
  • Halbert Hargrove Global Advisors sold 5 Capital Group Dividend Growers ETF shares in Q3 2026, an estimated $191.
  • Capital Group Dividend Growers ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q3 2026, its #283 holding.
  • Halbert Hargrove Global Advisors first reported a position in Capital Group Dividend Growers ETF in Q3 2025 and has held it in 5 quarters since.
  • Halbert Hargrove Global Advisors's Capital Group Dividend Growers ETF position peaked at $9.6K in Q2 2026.
  • 168 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.