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Oarsman Capital’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Oarsman Capital’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
Q1 		– Sell
-720
Closed -$21.4K – 351
2024
Q4 		$21.4K Buy
720
+7
+1% +$213 ﹤0.01% 585
2024
Q3 		$21.9K Buy
+713
New +$21.1K ﹤0.01% 589

Other funds holding CGDG

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Oarsman Capital's CGDG Position: Q1 2025 in Review

Oarsman Capital sold out of Capital Group Dividend Growers ETF (CGDG) in Q1 2025, closing a stake of 720 shares — an estimated $21.4K sold.

Oarsman Capital first reported a position in CGDG in Q3 2024 and held it in 2 quarters. The position peaked at $21.9K in Q3 2024. 158 funds tracked by Wall St. Rank hold CGDG as of Q1 2025.

  • Oarsman Capital reported no remaining Capital Group Dividend Growers ETF position as of Q1 2025 after selling out during the quarter.
  • Oarsman Capital sold 720 Capital Group Dividend Growers ETF shares in Q1 2025, an estimated $21.4K.
  • Oarsman Capital first reported a position in Capital Group Dividend Growers ETF in Q3 2024 and held it in 2 quarters.
  • Oarsman Capital's Capital Group Dividend Growers ETF position peaked at $21.9K in Q3 2024.
  • 158 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.