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 Q3	$1.4M	Buy	37,725 +412	+1%	+$15.8K	0.6%	44
2026 Q2	$1.4M	Buy	37,313 +6,476	+21%	+$241K	0.64%	42
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

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

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Boyer Financial Services Newport Beach, California $125M AUM 9.98% 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

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 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

Lantern Wealth Advisors's CGDG Position: Q3 2026 in Review

Lantern Wealth Advisors increased its Capital Group Dividend Growers ETF (CGDG) stake by 1.1% in Q3 2026, buying an estimated $15.8K and bringing the position to 37,725 shares worth $1.4M. The position accounts for 0.6% of the portfolio, ranked #44.

Lantern Wealth Advisors first reported a position in CGDG in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.4M in Q2 2026. 83 funds tracked by Wall St. Rank hold CGDG as of Q3 2026.

Lantern Wealth Advisors held 37,725 shares of Capital Group Dividend Growers ETF worth $1.4M as of Q3 2026.
Lantern Wealth Advisors bought 412 Capital Group Dividend Growers ETF shares in Q3 2026, an estimated $15.8K.
Capital Group Dividend Growers ETF made up 0.6% of Lantern Wealth Advisors's portfolio in Q3 2026, its #44 holding.
Lantern Wealth Advisors first reported a position in Capital Group Dividend Growers ETF in Q2 2025 and has held it in 6 quarters since.
Lantern Wealth Advisors's Capital Group Dividend Growers ETF position peaked at $1.4M in Q2 2026.
83 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q3 2026.

Based on Lantern Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.