LWM
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Lodestone Wealth Management’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Lodestone Wealth Management’s Portfolio CGDG Stock Details CGDG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$428K Buy
12,737
+2,494
+24% +$83.9K 0.21% 106
2025
Q1 		$317K Buy
10,243
+1,595
+18% +$49.3K 0.17% 117
2024
Q4 		$256K Buy
+8,648
New +$256K 0.13% 129