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

NewEdge 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	$15M	Buy	400,573 +70,013	+21%	+$2.6M	0.04%	378
2026 Q1	$11.9M	Buy	330,560 +85,512	+35%	+$3.13M	0.04%	408
2025 Q4	$8.73M	Buy	245,048 +192,785	+369%	+$6.78M	0.03%	475
2025 Q3	$1.81M	Buy	52,263 +9,718	+23%	+$331K	0.01%	1070
2025 Q2	$1.43M	Buy	42,545 +13,339	+46%	+$424K	0.01%	1092
2025 Q1	$902K	Buy	29,206 +3,550	+14%	+$109K	0.01%	1246
2024 Q4	$760K	Buy	25,656 +1,813	+8%	+$55.1K	﹤0.01%	1309
2024 Q3	$732K	Buy	23,843 +14,440	+154%	+$427K	﹤0.01%	1250
2024 Q2	$268K	Buy	9,403 +3,007	+47%	+$85.6K	﹤0.01%	1780
2024 Q1	$183K	Buy	+6,396	New	+$176K	﹤0.01%	1872

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

NewEdge Advisors's CGDG Position: Q2 2026 in Review

NewEdge Advisors increased its Capital Group Dividend Growers ETF (CGDG) stake by 21% in Q2 2026, buying an estimated $2.6M and bringing the position to 400,573 shares worth $15M. The position accounts for 0.04% of the portfolio, ranked #378.

NewEdge Advisors first reported a position in CGDG in Q1 2024 and has held it in 10 quarters since. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

NewEdge Advisors held 400,573 shares of Capital Group Dividend Growers ETF worth $15M as of Q2 2026.
NewEdge Advisors bought 70,013 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $2.6M.
Capital Group Dividend Growers ETF made up 0.04% of NewEdge Advisors's portfolio in Q2 2026, its #378 holding.
NewEdge Advisors first reported a position in Capital Group Dividend Growers ETF in Q1 2024 and has held it in 10 quarters since.
280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.