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Hartmann Taylor Wealth Management’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Hartmann Taylor Wealth 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
2025
Q4 		– Sell
-7,000
Closed -$243K – 54
2025
Q3 		$243K Hold
7,000
– – 0.17% 47
2025
Q2 		$235K Buy
+7,000
New +$222K 0.2% 49

Other funds holding CGDG

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hartmann Taylor Wealth Management's CGDG Position: Q4 2025 in Review

Hartmann Taylor Wealth Management sold out of Capital Group Dividend Growers ETF (CGDG) in Q4 2025, closing a stake of 7,000 shares — an estimated $243K sold.

Hartmann Taylor Wealth Management first reported a position in CGDG in Q2 2025 and held it in 2 quarters. The position peaked at $243K in Q3 2025. 250 funds tracked by Wall St. Rank hold CGDG as of Q4 2025.

  • Hartmann Taylor Wealth Management reported no remaining Capital Group Dividend Growers ETF position as of Q4 2025 after selling out during the quarter.
  • Hartmann Taylor Wealth Management sold 7,000 Capital Group Dividend Growers ETF shares in Q4 2025, an estimated $243K.
  • Hartmann Taylor Wealth Management first reported a position in Capital Group Dividend Growers ETF in Q2 2025 and held it in 2 quarters.
  • Hartmann Taylor Wealth Management's Capital Group Dividend Growers ETF position peaked at $243K in Q3 2025.
  • 250 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q4 2025.

Based on Hartmann Taylor Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.