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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
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
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

NewEdge Advisors's CGDG Position: Q1 2026 in Review

NewEdge Advisors increased its Capital Group Dividend Growers ETF (CGDG) stake by 35% in Q1 2026, buying an estimated $3.13M and bringing the position to 330,560 shares worth $11.9M. The position accounts for 0.04% of the portfolio, ranked #408.

NewEdge Advisors first reported a position in CGDG in Q1 2024 and has held it in 9 quarters since. 264 funds tracked by Wall St. Rank hold CGDG as of Q1 2026.

  • NewEdge Advisors held 330,560 shares of Capital Group Dividend Growers ETF worth $11.9M as of Q1 2026.
  • NewEdge Advisors bought 85,512 Capital Group Dividend Growers ETF shares in Q1 2026, an estimated $3.13M.
  • Capital Group Dividend Growers ETF made up 0.04% of NewEdge Advisors's portfolio in Q1 2026, its #408 holding.
  • NewEdge Advisors first reported a position in Capital Group Dividend Growers ETF in Q1 2024 and has held it in 9 quarters since.
  • 264 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.