Parsonex Advisory Services’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Parsonex Advisory Services’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	$482K	Hold	12,848	–	–	0.42%	31
2026 Q1	$461K	Sell	12,848 -8,921	-41%	-$327K	0.45%	32
2025 Q4	$776K	Buy	21,769 +13,191	+154%	+$464K	0.49%	44
2025 Q3	$297K	Buy	8,578 +261	+3%	+$8.89K	0.2%	78
2025 Q2	$280K	Buy	+8,317	New	+$264K	0.23%	80

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

Parsonex Advisory Services's CGDG Position: Q2 2026 in Review

Parsonex Advisory Services held its Capital Group Dividend Growers ETF (CGDG) position steady in Q2 2026 at 12,848 shares worth $482K. The position accounts for 0.42% of the portfolio, ranked #31.

Parsonex Advisory Services first reported a position in CGDG in Q2 2025 and has held it in 5 quarters since. The position peaked at $776K in Q4 2025. 279 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

Parsonex Advisory Services held 12,848 shares of Capital Group Dividend Growers ETF worth $482K as of Q2 2026.
Parsonex Advisory Services left its Capital Group Dividend Growers ETF share count unchanged in Q2 2026.
Capital Group Dividend Growers ETF made up 0.42% of Parsonex Advisory Services's portfolio in Q2 2026, its #31 holding.
Parsonex Advisory Services first reported a position in Capital Group Dividend Growers ETF in Q2 2025 and has held it in 5 quarters since.
Parsonex Advisory Services's Capital Group Dividend Growers ETF position peaked at $776K in Q4 2025.
279 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Parsonex Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.