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Root Financial Partners’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Root Financial Partners’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 		– Sell
-3,500
Closed -$125K – 3485
2025
Q4 		$125K Buy
+3,500
New +$123K 0.01% 397

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CGPCS
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Raymond James Financial
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Wells Fargo
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Morgan Stanley
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Cetera Investment Advisers
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Royal Bank of Canada
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Commonwealth Equity Services
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Root Financial Partners's CGDG Position: Q1 2026 in Review

Root Financial Partners sold out of Capital Group Dividend Growers ETF (CGDG) in Q1 2026, closing a stake of 3,500 shares — an estimated $125K sold.

Root Financial Partners first reported a position in CGDG in Q4 2025 and held it in 1 quarter. The position peaked at $125K in Q4 2025. 264 funds tracked by Wall St. Rank hold CGDG as of Q1 2026.

  • Root Financial Partners reported no remaining Capital Group Dividend Growers ETF position as of Q1 2026 after selling out during the quarter.
  • Root Financial Partners sold 3,500 Capital Group Dividend Growers ETF shares in Q1 2026, an estimated $125K.
  • Root Financial Partners first reported a position in Capital Group Dividend Growers ETF in Q4 2025 and held it in 1 quarter.
  • Root Financial Partners's Capital Group Dividend Growers ETF position peaked at $125K in Q4 2025.
  • 264 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q1 2026.

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