Jim Simons
CGDG icon

Jim Simons’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Jim Simons’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 		– Sell
-16,200
Closed -$582K – 3235
2026
Q1 		$582K Sell
16,200
-13,200
-45% -$483K ﹤0.01% 2537
2025
Q4 		$1.05M Buy
29,400
+15,800
+116% +$556K ﹤0.01% 2249
2025
Q3 		$471K Buy
+13,600
New +$463K ﹤0.01% 2818

Other funds holding CGDG

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Morgan Stanley
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Jim Simons's CGDG Position: Q2 2026 in Review

Jim Simons sold out of Capital Group Dividend Growers ETF (CGDG) in Q2 2026, closing a stake of 16,200 shares — an estimated $582K sold.

Jim Simons first reported a position in CGDG in Q3 2025 and held it in 3 quarters. The position peaked at $1.05M in Q4 2025. 233 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

  • Jim Simons reported no remaining Capital Group Dividend Growers ETF position as of Q2 2026 after selling out during the quarter.
  • Jim Simons sold 16,200 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $582K.
  • Jim Simons first reported a position in Capital Group Dividend Growers ETF in Q3 2025 and held it in 3 quarters.
  • Jim Simons's Capital Group Dividend Growers ETF position peaked at $1.05M in Q4 2025.
  • 233 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.