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

National Wealth Management Group’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 		$3.23M Sell
86,138
-21,949
-20% -$817K 1% 24
2026
Q1 		$3.88M Buy
108,087
+8,659
+9% +$317K 1.45% 16
2025
Q4 		$3.54M Buy
99,428
+91,599
+1,170% +$3.22M 1.23% 21
2025
Q3 		$271K Buy
+7,829
New +$267K 0.1% 194

Other funds holding CGDG

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Morgan Stanley
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

National Wealth Management Group's CGDG Position: Q2 2026 in Review

National Wealth Management Group reduced its Capital Group Dividend Growers ETF (CGDG) stake by 20% in Q2 2026, selling an estimated $817K and leaving 86,138 shares worth $3.23M. The position accounts for 1% of the portfolio, ranked #24.

National Wealth Management Group first reported a position in CGDG in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.88M in Q1 2026. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

  • National Wealth Management Group held 86,138 shares of Capital Group Dividend Growers ETF worth $3.23M as of Q2 2026.
  • National Wealth Management Group sold 21,949 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $817K.
  • Capital Group Dividend Growers ETF made up 1% of National Wealth Management Group's portfolio in Q2 2026, its #24 holding.
  • National Wealth Management Group first reported a position in Capital Group Dividend Growers ETF in Q3 2025 and has held it in 4 quarters since.
  • National Wealth Management Group's Capital Group Dividend Growers ETF position peaked at $3.88M in Q1 2026.
  • 280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.