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 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

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

Lantern Wealth Advisors's CGDG Position: Q2 2026 in Review

Lantern Wealth Advisors increased its Capital Group Dividend Growers ETF (CGDG) stake by 21% in Q2 2026, buying an estimated $241K and bringing the position to 37,313 shares worth $1.4M. The position accounts for 0.64% of the portfolio, ranked #42.

Lantern Wealth Advisors first reported a position in CGDG in Q2 2025 and has held it in 5 quarters since. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

Lantern Wealth Advisors held 37,313 shares of Capital Group Dividend Growers ETF worth $1.4M as of Q2 2026.
Lantern Wealth Advisors bought 6,476 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $241K.
Capital Group Dividend Growers ETF made up 0.64% of Lantern Wealth Advisors's portfolio in Q2 2026, its #42 holding.
Lantern Wealth Advisors first reported a position in Capital Group Dividend Growers ETF in Q2 2025 and has held it in 5 quarters since.
280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.