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

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

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. 280 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.
280 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.