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

Lantern Wealth 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 Q1	$1.11M	Buy	30,837 +16,489	+115%	+$604K	0.57%	48
2025 Q4	$511K	Buy	14,348 +1,567	+12%	+$55.1K	0.27%	93
2025 Q3	$443K	Buy	12,781 +4,029	+46%	+$137K	0.23%	101
2025 Q2	$294K	Buy	+8,752	New	+$278K	0.18%	114

Other funds holding CGDG

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Lantern Wealth Advisors's CGDG Position: Q1 2026 in Review

Lantern Wealth Advisors increased its Capital Group Dividend Growers ETF (CGDG) stake by 115% in Q1 2026, buying an estimated $604K and bringing the position to 30,837 shares worth $1.11M. The position accounts for 0.57% of the portfolio, ranked #48.

Lantern Wealth Advisors first reported a position in CGDG in Q2 2025 and has held it in 4 quarters since. 264 funds tracked by Wall St. Rank hold CGDG as of Q1 2026.

Lantern Wealth Advisors held 30,837 shares of Capital Group Dividend Growers ETF worth $1.11M as of Q1 2026.
Lantern Wealth Advisors bought 16,489 Capital Group Dividend Growers ETF shares in Q1 2026, an estimated $604K.
Capital Group Dividend Growers ETF made up 0.57% of Lantern Wealth Advisors's portfolio in Q1 2026, its #48 holding.
Lantern Wealth Advisors first reported a position in Capital Group Dividend Growers ETF in Q2 2025 and has held it in 4 quarters since.
264 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q1 2026.

Based on Lantern Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.