PCS
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Private Client Services’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Private Client 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
Q3 		$1.12M Buy
30,315
+4,095
+16% +$157K 0.3% 69
2026
Q2 		$984K Buy
26,220
+17,090
+187% +$636K 0.26% 77
2026
Q1 		$328K Buy
+9,130
New +$334K 0.1% 151

Other funds holding CGDG

SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $106M AUM
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Private Client Services's CGDG Position: Q3 2026 in Review

Private Client Services increased its Capital Group Dividend Growers ETF (CGDG) stake by 16% in Q3 2026, buying an estimated $157K and bringing the position to 30,315 shares worth $1.12M. The position accounts for 0.3% of the portfolio, ranked #69.

Private Client Services first reported a position in CGDG in Q1 2026 and has held it in 3 quarters since. 16 funds tracked by Wall St. Rank hold CGDG as of Q3 2026.

  • Private Client Services held 30,315 shares of Capital Group Dividend Growers ETF worth $1.12M as of Q3 2026.
  • Private Client Services bought 4,095 Capital Group Dividend Growers ETF shares in Q3 2026, an estimated $157K.
  • Capital Group Dividend Growers ETF made up 0.3% of Private Client Services's portfolio in Q3 2026, its #69 holding.
  • Private Client Services first reported a position in Capital Group Dividend Growers ETF in Q1 2026 and has held it in 3 quarters since.
  • 16 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.