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ORG Partners’s Capital Group Dividend Growers ETF CGDG Stock Holding History

ORG Partners’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
Q4 		$855K Buy
24,000
+6,505
+37% +$229K 0.15% 137
2025
Q3 		$679K Buy
17,495
+5,009
+40% +$171K 0.12% 158
2025
Q2 		$421K Buy
12,486
+11,255
+914% +$358K 0.09% 195
2025
Q1 		$38.1K Buy
+1,231
New +$37.9K 0.01% 546

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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ORG Partners's CGDG Position: Q4 2025 in Review

ORG Partners increased its Capital Group Dividend Growers ETF (CGDG) stake by 37% in Q4 2025, buying an estimated $229K and bringing the position to 24,000 shares worth $855K. The position accounts for 0.15% of the portfolio, ranked #137.

ORG Partners first reported a position in CGDG in Q1 2025 and has held it in 4 quarters since. 250 funds tracked by Wall St. Rank hold CGDG as of Q4 2025.

  • ORG Partners held 24,000 shares of Capital Group Dividend Growers ETF worth $855K as of Q4 2025.
  • ORG Partners bought 6,505 Capital Group Dividend Growers ETF shares in Q4 2025, an estimated $229K.
  • Capital Group Dividend Growers ETF made up 0.15% of ORG Partners's portfolio in Q4 2025, its #137 holding.
  • ORG Partners first reported a position in Capital Group Dividend Growers ETF in Q1 2025 and has held it in 4 quarters since.
  • 250 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.