Larson Financial Group’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Larson Financial Group’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	$131K	Hold	3,650	–	–	﹤0.01%	879
2025 Q4	$130K	Hold	3,650	–	–	﹤0.01%	834
2025 Q3	$126K	Hold	3,650	–	–	﹤0.01%	824
2025 Q2	$123K	Hold	3,650	–	–	﹤0.01%	788
2025 Q1	$113K	Hold	3,650	–	–	0.01%	767
2024 Q4	$108K	Hold	3,650	–	–	0.01%	713
2024 Q3	$112K	Hold	3,650	–	–	0.01%	702
2024 Q2	$104K	Hold	3,650	–	–	0.01%	638
2024 Q1	$105K	Buy	3,650 +1,750	+92%	+$48.3K	0.01%	534
2023 Q4	$51.6K	Buy	+1,900	New	+$48.6K	﹤0.01%	638

Other funds holding CGDG

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LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

Cetera Investment Advisers

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services

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