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 Q2	$69.2K	Sell	1,845 -39	-2%	-$1.45K	0.02%	404
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 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

Medallion Wealth Advisors's CGDG Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Capital Group Dividend Growers ETF (CGDG) stake by 2.1% in Q2 2026, selling an estimated $1.45K and leaving 1,845 shares worth $69.2K. The position accounts for 0.02% of the portfolio, ranked #404.

Medallion Wealth Advisors 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.

Medallion Wealth Advisors held 1,845 shares of Capital Group Dividend Growers ETF worth $69.2K as of Q2 2026.
Medallion Wealth Advisors sold 39 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $1.45K.
Capital Group Dividend Growers ETF made up 0.02% of Medallion Wealth Advisors's portfolio in Q2 2026, its #404 holding.
Medallion Wealth Advisors 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 Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.