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

KWB Wealth’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	$15.4M	Buy	+417,000	New	+$16M	1.32%	15

Other funds holding CGDG

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Sweeney & Michel Chico, California $376M AUM 16.88% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

NavPoint Financial Prior Lake, Minnesota $283M AUM 9.09% 1-Year Est. Return

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

LongView Wealth Management Atlanta, Georgia $415M AUM 12.41% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

KWB Wealth's CGDG Position: Q3 2026 in Review

KWB Wealth opened a new position in Capital Group Dividend Growers ETF (CGDG) in Q3 2026: 417,000 shares worth $15.4M. The stake represents 1.32% of the portfolio and ranks #15 among its holdings.

70 funds tracked by Wall St. Rank hold CGDG as of Q3 2026.

KWB Wealth held 417,000 shares of Capital Group Dividend Growers ETF worth $15.4M as of Q3 2026.
Capital Group Dividend Growers ETF was a new KWB Wealth position in Q3 2026.
Capital Group Dividend Growers ETF made up 1.32% of KWB Wealth's portfolio in Q3 2026, its #15 holding.
70 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.