Sagespring Wealth Partners’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Sagespring Wealth 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	$2.06M	Buy	57,337 +5,910	+11%	+$216K	0.04%	196
2025 Q4	$1.83M	Buy	51,427 +3,985	+8%	+$140K	0.03%	198
2025 Q3	$1.64M	Buy	47,442 +4,727	+11%	+$161K	0.03%	213
2025 Q2	$1.44M	Buy	42,715 +6,793	+19%	+$216K	0.03%	215
2025 Q1	$1.11M	Buy	35,922 +27,422	+323%	+$844K	0.03%	232
2024 Q4	$252K	Buy	+8,500	New	+$258K	0.01%	523

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

Sagespring Wealth Partners's CGDG Position: Q1 2026 in Review

Sagespring Wealth Partners increased its Capital Group Dividend Growers ETF (CGDG) stake by 11% in Q1 2026, buying an estimated $216K and bringing the position to 57,337 shares worth $2.06M. The position accounts for 0.04% of the portfolio, ranked #196.

Sagespring Wealth Partners first reported a position in CGDG in Q4 2024 and has held it in 6 quarters since. 264 funds tracked by Wall St. Rank hold CGDG as of Q1 2026.

Sagespring Wealth Partners held 57,337 shares of Capital Group Dividend Growers ETF worth $2.06M as of Q1 2026.
Sagespring Wealth Partners bought 5,910 Capital Group Dividend Growers ETF shares in Q1 2026, an estimated $216K.
Capital Group Dividend Growers ETF made up 0.04% of Sagespring Wealth Partners's portfolio in Q1 2026, its #196 holding.
Sagespring Wealth Partners first reported a position in Capital Group Dividend Growers ETF in Q4 2024 and has held it in 6 quarters since.
264 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.