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Patriot Financial Group Insurance Agency’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Patriot Financial Group Insurance Agency’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 		$4.82M Buy
134,148
+104,027
+345% +$3.81M 0.27% 102
2025
Q4 		$1.07M Buy
30,121
+17,646
+141% +$621K 0.13% 198
2025
Q3 		$432K Sell
12,475
-10,520
-46% -$358K 0.06% 310
2025
Q2 		$773K Buy
22,995
+250
+1% +$7.94K 0.09% 248
2025
Q1 		$703K Buy
22,745
+7,354
+48% +$226K 0.09% 235
2024
Q4 		$456K Buy
15,391
+3,776
+33% +$115K 0.06% 297
2024
Q3 		$357K Buy
+11,615
New +$343K 0.05% 348

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