MWA
CGDG icon

Medallion Wealth Advisors’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Medallion Wealth Advisors’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
Q1 		$67.6K Buy
1,884
+68
+4% +$2.49K 0.02% 418
2025
Q4 		$64.7K Buy
1,816
+632
+53% +$22.2K 0.02% 430
2025
Q3 		$41K Buy
1,184
+482
+69% +$16.4K 0.01% 498
2025
Q2 		$23.7K Buy
702
+250
+55% +$7.94K 0.01% 590
2025
Q1 		$14K Buy
452
+135
+43% +$4.15K 0.01% 631
2024
Q4 		$9.4K Buy
+317
New +$9.63K ﹤0.01% 672

Other funds holding CGDG

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Medallion Wealth Advisors's CGDG Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Capital Group Dividend Growers ETF (CGDG) stake by 3.7% in Q1 2026, buying an estimated $2.49K and bringing the position to 1,884 shares worth $67.6K. The position accounts for 0.02% of the portfolio, ranked #418.

Medallion Wealth Advisors first reported a position in CGDG in Q4 2024 and has held it in 6 quarters since. 265 funds tracked by Wall St. Rank hold CGDG as of Q1 2026.

  • Medallion Wealth Advisors held 1,884 shares of Capital Group Dividend Growers ETF worth $67.6K as of Q1 2026.
  • Medallion Wealth Advisors bought 68 Capital Group Dividend Growers ETF shares in Q1 2026, an estimated $2.49K.
  • Capital Group Dividend Growers ETF made up 0.02% of Medallion Wealth Advisors's portfolio in Q1 2026, its #418 holding.
  • Medallion Wealth Advisors first reported a position in Capital Group Dividend Growers ETF in Q4 2024 and has held it in 6 quarters since.
  • 265 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.