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Moloney Securities Asset Management’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Moloney Securities Asset 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
2025
Q3 		$700K Buy
20,203
+874
+5% +$29.8K 0.08% 233
2025
Q2 		$650K Buy
19,329
+10,523
+119% +$334K 0.08% 233
2025
Q1 		$272K Buy
8,806
+1,688
+24% +$51.9K 0.04% 371
2024
Q4 		$211K Buy
+7,118
New +$216K 0.03% 409

Other funds holding CGDG

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $71.6B AUM 21.08% 1-Year Est. Return

Moloney Securities Asset Management's CGDG Position: Q3 2025 in Review

Moloney Securities Asset Management increased its Capital Group Dividend Growers ETF (CGDG) stake by 4.5% in Q3 2025, buying an estimated $29.8K and bringing the position to 20,203 shares worth $700K. The position accounts for 0.08% of the portfolio, ranked #233.

Moloney Securities Asset Management first reported a position in CGDG in Q4 2024 and has held it in 4 quarters since. 214 funds tracked by Wall St. Rank hold CGDG as of Q3 2025.

  • Moloney Securities Asset Management held 20,203 shares of Capital Group Dividend Growers ETF worth $700K as of Q3 2025.
  • Moloney Securities Asset Management bought 874 Capital Group Dividend Growers ETF shares in Q3 2025, an estimated $29.8K.
  • Capital Group Dividend Growers ETF made up 0.08% of Moloney Securities Asset Management's portfolio in Q3 2025, its #233 holding.
  • Moloney Securities Asset Management first reported a position in Capital Group Dividend Growers ETF in Q4 2024 and has held it in 4 quarters since.
  • 214 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.