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

Lodestone Wealth Management’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	$522K	Sell	13,915 -1,636	-11%	-$60.9K	0.18%	113
2026 Q1	$558K	Buy	15,551 +98	+0.6%	+$3.59K	0.22%	102
2025 Q4	$551K	Buy	15,453 +327	+2%	+$11.5K	0.22%	96
2025 Q3	$524K	Buy	15,126 +2,389	+19%	+$81.3K	0.24%	97
2025 Q2	$428K	Buy	12,737 +2,494	+24%	+$79.2K	0.21%	106
2025 Q1	$317K	Buy	10,243 +1,595	+18%	+$49.1K	0.17%	117
2024 Q4	$256K	Buy	+8,648	New	+$263K	0.13%	129

Other funds holding CGDG

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Lodestone Wealth Management's CGDG Position: Q2 2026 in Review

Lodestone Wealth Management reduced its Capital Group Dividend Growers ETF (CGDG) stake by 11% in Q2 2026, selling an estimated $60.9K and leaving 13,915 shares worth $522K. The position accounts for 0.18% of the portfolio, ranked #113.

Lodestone Wealth Management first reported a position in CGDG in Q4 2024 and has held it in 7 quarters since. The position peaked at $558K in Q1 2026. 123 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

Lodestone Wealth Management held 13,915 shares of Capital Group Dividend Growers ETF worth $522K as of Q2 2026.
Lodestone Wealth Management sold 1,636 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $60.9K.
Capital Group Dividend Growers ETF made up 0.18% of Lodestone Wealth Management's portfolio in Q2 2026, its #113 holding.
Lodestone Wealth Management first reported a position in Capital Group Dividend Growers ETF in Q4 2024 and has held it in 7 quarters since.
Lodestone Wealth Management's Capital Group Dividend Growers ETF position peaked at $558K in Q1 2026.
123 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.