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

LongView 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	$4.53M	Buy	120,849 +3,894	+3%	+$145K	1.16%	18
2026 Q1	$4.36M	Buy	116,955 +2,016	+2%	+$73.8K	1.1%	21
2025 Q4	$4.21M	Buy	114,939 +16,448	+17%	+$579K	1.02%	25
2025 Q3	$3.41M	Buy	98,491 +27,912	+40%	+$950K	0.92%	30
2025 Q2	$2.37M	Buy	70,579 +17,487	+33%	+$556K	0.72%	35
2025 Q1	$1.64M	Buy	53,092 +11,665	+28%	+$359K	0.49%	48
2024 Q4	$1.23M	Buy	41,427 +26,483	+177%	+$805K	0.37%	60
2024 Q3	$459K	Buy	+14,944	New	+$442K	0.15%	116

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

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

LongView Wealth Management increased its Capital Group Dividend Growers ETF (CGDG) stake by 3.3% in Q2 2026, buying an estimated $145K and bringing the position to 120,849 shares worth $4.53M. The position accounts for 1.16% of the portfolio, ranked #18.

LongView Wealth Management first reported a position in CGDG in Q3 2024 and has held it in 8 quarters since. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

LongView Wealth Management held 120,849 shares of Capital Group Dividend Growers ETF worth $4.53M as of Q2 2026.
LongView Wealth Management bought 3,894 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $145K.
Capital Group Dividend Growers ETF made up 1.16% of LongView Wealth Management's portfolio in Q2 2026, its #18 holding.
LongView Wealth Management first reported a position in Capital Group Dividend Growers ETF in Q3 2024 and has held it in 8 quarters since.
280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.