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Oak Hill Wealth Advisors’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Oak Hill Wealth 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
2025
Q3 		$2.75M Buy
79,464
+19,887
+33% +$677K 0.52% 34
2025
Q2 		$2.01M Buy
59,577
+15,350
+35% +$488K 0.42% 36
2025
Q1 		$1.37M Buy
44,227
+13,888
+46% +$427K 0.32% 46
2024
Q4 		$899K Buy
+30,339
New +$922K 0.21% 53

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

Oak Hill Wealth Advisors's CGDG Position: Q3 2025 in Review

Oak Hill Wealth Advisors increased its Capital Group Dividend Growers ETF (CGDG) stake by 33% in Q3 2025, buying an estimated $677K and bringing the position to 79,464 shares worth $2.75M. The position accounts for 0.52% of the portfolio, ranked #34.

Oak Hill Wealth Advisors 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.

  • Oak Hill Wealth Advisors held 79,464 shares of Capital Group Dividend Growers ETF worth $2.75M as of Q3 2025.
  • Oak Hill Wealth Advisors bought 19,887 Capital Group Dividend Growers ETF shares in Q3 2025, an estimated $677K.
  • Capital Group Dividend Growers ETF made up 0.52% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #34 holding.
  • Oak Hill Wealth Advisors 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 Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.