PWM
CGDG icon

Puff Wealth Management’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Puff Wealth Management’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 		$586K Buy
15,831
+2,546
+19% +$97.4K 0.55% 46
2026
Q2 		$498K Buy
+13,285
New +$494K 0.51% 50

Other funds holding CGDG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
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
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
TWP
Tempus Wealth Planning Irvine, California $522M AUM 17.46% 1-Year Est. Return
MWS
MFA Wealth Services Thousand Oaks, California $169M AUM 13.45% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return
CL
CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Puff Wealth Management's CGDG Position: Q3 2026 in Review

Puff Wealth Management increased its Capital Group Dividend Growers ETF (CGDG) stake by 19% in Q3 2026, buying an estimated $97.4K and bringing the position to 15,831 shares worth $586K. The position accounts for 0.55% of the portfolio, ranked #46.

Puff Wealth Management first reported a position in CGDG in Q2 2026 and has held it in 2 quarters since. 34 funds tracked by Wall St. Rank hold CGDG as of Q3 2026.

  • Puff Wealth Management held 15,831 shares of Capital Group Dividend Growers ETF worth $586K as of Q3 2026.
  • Puff Wealth Management bought 2,546 Capital Group Dividend Growers ETF shares in Q3 2026, an estimated $97.4K.
  • Capital Group Dividend Growers ETF made up 0.55% of Puff Wealth Management's portfolio in Q3 2026, its #46 holding.
  • Puff Wealth Management first reported a position in Capital Group Dividend Growers ETF in Q2 2026 and has held it in 2 quarters since.
  • 34 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q3 2026.

Based on Puff Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.