Perryman Financial Advisory’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Perryman Financial Advisory’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	$1.02M	Buy	28,365 +13,527	+91%	+$495K	0.15%	93
2025 Q4	$529K	Buy	+14,838	New	+$522K	0.08%	121

Other funds holding CGDG

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Perryman Financial Advisory's CGDG Position: Q1 2026 in Review

Perryman Financial Advisory increased its Capital Group Dividend Growers ETF (CGDG) stake by 91% in Q1 2026, buying an estimated $495K and bringing the position to 28,365 shares worth $1.02M. The position accounts for 0.15% of the portfolio, ranked #93.

Perryman Financial Advisory first reported a position in CGDG in Q4 2025 and has held it in 2 quarters since. 264 funds tracked by Wall St. Rank hold CGDG as of Q1 2026.

Perryman Financial Advisory held 28,365 shares of Capital Group Dividend Growers ETF worth $1.02M as of Q1 2026.
Perryman Financial Advisory bought 13,527 Capital Group Dividend Growers ETF shares in Q1 2026, an estimated $495K.
Capital Group Dividend Growers ETF made up 0.15% of Perryman Financial Advisory's portfolio in Q1 2026, its #93 holding.
Perryman Financial Advisory first reported a position in Capital Group Dividend Growers ETF in Q4 2025 and has held it in 2 quarters since.
264 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q1 2026.

Based on Perryman Financial Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.