Harpswell Capital Advisors’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Harpswell Capital 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	$259K	Hold	7,000	–	–	0.17%	36
2026 Q2	$263K	Hold	7,000	–	–	0.17%	40
2026 Q1	$251K	Hold	7,000	–	–	0.19%	36
2025 Q4	$249K	Sell	7,000 -3,200	-31%	-$113K	0.2%	35
2025 Q3	$353K	Buy	+10,200	New	+$347K	0.34%	29

Other funds holding CGDG

SRWM

Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return

LWA

LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return

Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

MEAC

M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

PWM

Puff Wealth Management Haddonfield, New Jersey $106M AUM

Harpswell Capital Advisors's CGDG Position: Q3 2026 in Review

Harpswell Capital Advisors held its Capital Group Dividend Growers ETF (CGDG) position steady in Q3 2026 at 7,000 shares worth $259K. The position accounts for 0.17% of the portfolio, ranked #36.

Harpswell Capital Advisors first reported a position in CGDG in Q3 2025 and has held it in 5 quarters since. The position peaked at $353K in Q3 2025. 16 funds tracked by Wall St. Rank hold CGDG as of Q3 2026.

Harpswell Capital Advisors held 7,000 shares of Capital Group Dividend Growers ETF worth $259K as of Q3 2026.
Harpswell Capital Advisors left its Capital Group Dividend Growers ETF share count unchanged in Q3 2026.
Capital Group Dividend Growers ETF made up 0.17% of Harpswell Capital Advisors's portfolio in Q3 2026, its #36 holding.
Harpswell Capital Advisors first reported a position in Capital Group Dividend Growers ETF in Q3 2025 and has held it in 5 quarters since.
Harpswell Capital Advisors's Capital Group Dividend Growers ETF position peaked at $353K in Q3 2025.
16 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q3 2026.

Based on Harpswell Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.