MGO One Seven
CGDG icon

MGO One Seven’s Capital Group Dividend Growers ETF CGDG Stock Holding History

MGO One Seven’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
Q3 		$218K Sell
5,882
-3
-0.1% -$115 ﹤0.01% 1427
2026
Q2 		$221K Buy
5,885
+12
+0.2% +$446 ﹤0.01% 1432
2026
Q1 		$211K Sell
5,873
-41
-0.7% -$1.5K ﹤0.01% 1313
2025
Q4 		$211K Buy
+5,914
New +$208K ﹤0.01% 1302

Other funds holding CGDG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Confluence Wealth Services
Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
J. Derek Lewis & Associates
J. Derek Lewis & Associates Newport Beach, California $555M AUM 11.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

MGO One Seven's CGDG Position: Q3 2026 in Review

MGO One Seven reduced its Capital Group Dividend Growers ETF (CGDG) stake by 0.05% in Q3 2026, selling an estimated $115 and leaving 5,882 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #1427.

MGO One Seven first reported a position in CGDG in Q4 2025 and has held it in 4 quarters since. The position peaked at $221K in Q2 2026. 194 funds tracked by Wall St. Rank hold CGDG as of Q3 2026.

  • MGO One Seven held 5,882 shares of Capital Group Dividend Growers ETF worth $218K as of Q3 2026.
  • MGO One Seven sold 3 Capital Group Dividend Growers ETF shares in Q3 2026, an estimated $115.
  • Capital Group Dividend Growers ETF made up ﹤0.01% of MGO One Seven's portfolio in Q3 2026, its #1427 holding.
  • MGO One Seven first reported a position in Capital Group Dividend Growers ETF in Q4 2025 and has held it in 4 quarters since.
  • MGO One Seven's Capital Group Dividend Growers ETF position peaked at $221K in Q2 2026.
  • 194 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q3 2026.

Based on MGO One Seven's 13F filing for Q3 2026, filed 28 Oct 2026.