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

Seamount Financial Group’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 		$2.69M Buy
75,046
+6,548
+10% +$240K 1.21% 28
2025
Q4 		$2.44M Buy
68,498
+3,817
+6% +$134K 1.11% 29
2025
Q3 		$2.24M Buy
64,681
+7,496
+13% +$255K 1.06% 30
2025
Q2 		$1.92M Buy
57,185
+12,075
+27% +$384K 0.99% 30
2025
Q1 		$1.39M Buy
45,110
+2,001
+5% +$61.6K 0.95% 29
2024
Q4 		$1.28M Sell
43,109
-396
-0.9% -$12K 0.88% 29
2024
Q3 		$1.34M Buy
43,505
+3,520
+9% +$104K 1.01% 26
2024
Q2 		$1.14M Buy
39,985
+3,993
+11% +$114K 0.93% 28
2024
Q1 		$1.03M Buy
35,992
+7,902
+28% +$218K 0.9% 29
2023
Q4 		$763K Buy
+28,090
New +$719K 0.73% 37

Other funds holding CGDG

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Seamount Financial Group's CGDG Position: Q1 2026 in Review

Seamount Financial Group increased its Capital Group Dividend Growers ETF (CGDG) stake by 9.6% in Q1 2026, buying an estimated $240K and bringing the position to 75,046 shares worth $2.69M. The position accounts for 1.21% of the portfolio, ranked #28.

Seamount Financial Group first reported a position in CGDG in Q4 2023 and has held it in 10 quarters since. 264 funds tracked by Wall St. Rank hold CGDG as of Q1 2026.

  • Seamount Financial Group held 75,046 shares of Capital Group Dividend Growers ETF worth $2.69M as of Q1 2026.
  • Seamount Financial Group bought 6,548 Capital Group Dividend Growers ETF shares in Q1 2026, an estimated $240K.
  • Capital Group Dividend Growers ETF made up 1.21% of Seamount Financial Group's portfolio in Q1 2026, its #28 holding.
  • Seamount Financial Group first reported a position in Capital Group Dividend Growers ETF in Q4 2023 and has held it in 10 quarters since.
  • 264 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q1 2026.

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