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 Q2	$137K	Hold	3,650	–	–	﹤0.01%	1019
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

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

Larson Financial Group's CGDG Position: Q2 2026 in Review

Larson Financial Group held its Capital Group Dividend Growers ETF (CGDG) position steady in Q2 2026 at 3,650 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #1019.

Larson Financial Group first reported a position in CGDG in Q4 2023 and has held it in 11 quarters since. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

Larson Financial Group held 3,650 shares of Capital Group Dividend Growers ETF worth $137K as of Q2 2026.
Larson Financial Group left its Capital Group Dividend Growers ETF share count unchanged in Q2 2026.
Capital Group Dividend Growers ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1019 holding.
Larson Financial Group first reported a position in Capital Group Dividend Growers ETF in Q4 2023 and has held it in 11 quarters since.
280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.