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TrueNorth Wealth & Impact, LLC’s Capital Group Dividend Growers ETF CGDG Stock Holding History

TrueNorth Wealth & Impact, LLC’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 		$3.22M Buy
+86,923
New +$3.33M 1.22% 19

Other funds holding CGDG

Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Capital Group Private Client Services
Capital Group Private Client Services Los Angeles, California $7.08B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Confluence Wealth Services
Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

TrueNorth Wealth & Impact, LLC's CGDG Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in Capital Group Dividend Growers ETF (CGDG) in Q3 2026: 86,923 shares worth $3.22M. The stake represents 1.22% of the portfolio and ranks #19 among its holdings.

263 funds tracked by Wall St. Rank hold CGDG as of Q3 2026.

  • TrueNorth Wealth & Impact, LLC held 86,923 shares of Capital Group Dividend Growers ETF worth $3.22M as of Q3 2026.
  • Capital Group Dividend Growers ETF was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
  • Capital Group Dividend Growers ETF made up 1.22% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #19 holding.
  • 263 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.