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 Q2	$2.44M	Buy	65,063 +7,726	+13%	+$287K	0.04%	192
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 $484B AUM 34.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sagespring Wealth Partners's CGDG Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Capital Group Dividend Growers ETF (CGDG) stake by 13% in Q2 2026, buying an estimated $287K and bringing the position to 65,063 shares worth $2.44M. The position accounts for 0.04% of the portfolio, ranked #192.

Sagespring Wealth Partners first reported a position in CGDG in Q4 2024 and has held it in 7 quarters since. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

Sagespring Wealth Partners held 65,063 shares of Capital Group Dividend Growers ETF worth $2.44M as of Q2 2026.
Sagespring Wealth Partners bought 7,726 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $287K.
Capital Group Dividend Growers ETF made up 0.04% of Sagespring Wealth Partners's portfolio in Q2 2026, its #192 holding.
Sagespring Wealth Partners first reported a position in Capital Group Dividend Growers ETF in Q4 2024 and has held it in 7 quarters since.
280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.