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

Kingsview 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
2026 Q2	$5.59M	Sell	148,943 -57,514	-28%	-$2.14M	0.07%	265
2026 Q1	$7.41M	Buy	206,457 +61,105	+42%	+$2.24M	0.1%	197
2025 Q4	$5.18M	Buy	145,352 +40,080	+38%	+$1.41M	0.07%	270
2025 Q3	$3.65M	Buy	105,272 +77,561	+280%	+$2.64M	0.06%	330
2025 Q2	$932K	Buy	27,711 +1,967	+8%	+$62.5K	0.02%	601
2025 Q1	$795K	Buy	+25,744	New	+$792K	0.02%	607
2024 Q4	–	Sell	-12,111	Closed	-$372K	–	1120
2024 Q3	$372K	Buy	12,111 +449	+4%	+$13.3K	0.01%	804
2024 Q2	$332K	Buy	+11,662	New	+$332K	0.01%	805

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

Kingsview Wealth Management's CGDG Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Capital Group Dividend Growers ETF (CGDG) stake by 28% in Q2 2026, selling an estimated $2.14M and leaving 148,943 shares worth $5.59M. The position accounts for 0.07% of the portfolio, ranked #265.

Kingsview Wealth Management first reported a position in CGDG in Q2 2024 and has held it in 8 quarters since. The position peaked at $7.41M in Q1 2026. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

Kingsview Wealth Management held 148,943 shares of Capital Group Dividend Growers ETF worth $5.59M as of Q2 2026.
Kingsview Wealth Management sold 57,514 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $2.14M.
Capital Group Dividend Growers ETF made up 0.07% of Kingsview Wealth Management's portfolio in Q2 2026, its #265 holding.
Kingsview Wealth Management first reported a position in Capital Group Dividend Growers ETF in Q2 2024 and has held it in 8 quarters since.
Kingsview Wealth Management's Capital Group Dividend Growers ETF position peaked at $7.41M in Q1 2026.
280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.