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Lincoln Capital’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Lincoln Capital’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 		$1.29M Buy
34,501
+12,055
+54% +$449K 0.23% 58
2026
Q1 		$804K Buy
22,446
+2,005
+10% +$73.4K 0.15% 72
2025
Q4 		$729K Buy
20,441
+3,426
+20% +$121K 0.13% 76
2025
Q3 		$595K Buy
17,015
+1,684
+11% +$57.3K 0.11% 87
2025
Q2 		$516K Buy
15,331
+1,026
+7% +$32.6K 0.1% 91
2025
Q1 		$433K Buy
14,305
+4,271
+43% +$131K 0.09% 91
2024
Q4 		$297K Buy
+10,034
New +$305K 0.06% 97

Other funds holding CGDG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
LWM
LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
NWMG
National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Lincoln Capital's CGDG Position: Q2 2026 in Review

Lincoln Capital increased its Capital Group Dividend Growers ETF (CGDG) stake by 54% in Q2 2026, buying an estimated $449K and bringing the position to 34,501 shares worth $1.29M. The position accounts for 0.23% of the portfolio, ranked #58.

Lincoln Capital first reported a position in CGDG in Q4 2024 and has held it in 7 quarters since. 43 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

  • Lincoln Capital held 34,501 shares of Capital Group Dividend Growers ETF worth $1.29M as of Q2 2026.
  • Lincoln Capital bought 12,055 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $449K.
  • Capital Group Dividend Growers ETF made up 0.23% of Lincoln Capital's portfolio in Q2 2026, its #58 holding.
  • Lincoln Capital first reported a position in Capital Group Dividend Growers ETF in Q4 2024 and has held it in 7 quarters since.
  • 43 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Lincoln Capital's 13F filing for Q2 2026, filed 7 Jul 2026.