Hanlon Investment Management’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Hanlon Investment Management’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	$434K	Buy	11,565 +1,045	+10%	+$38.9K	0.23%	139
2026 Q1	$378K	Sell	10,520 -530	-5%	-$19.4K	0.21%	154
2025 Q4	$394K	Sell	11,050 -5	-0%	-$176	0.22%	150
2025 Q3	$383K	Buy	+11,055	New	+$376K	0.23%	143

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

Hanlon Investment Management's CGDG Position: Q2 2026 in Review

Hanlon Investment Management increased its Capital Group Dividend Growers ETF (CGDG) stake by 9.9% in Q2 2026, buying an estimated $38.9K and bringing the position to 11,565 shares worth $434K. The position accounts for 0.23% of the portfolio, ranked #139.

Hanlon Investment Management 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.

Hanlon Investment Management held 11,565 shares of Capital Group Dividend Growers ETF worth $434K as of Q2 2026.
Hanlon Investment Management bought 1,045 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $38.9K.
Capital Group Dividend Growers ETF made up 0.23% of Hanlon Investment Management's portfolio in Q2 2026, its #139 holding.
Hanlon Investment Management 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 Hanlon Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.