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 Q2	$2.9M	Buy	77,344 +2,298	+3%	+$85.5K	1.17%	23
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 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

Seamount Financial Group's CGDG Position: Q2 2026 in Review

Seamount Financial Group increased its Capital Group Dividend Growers ETF (CGDG) stake by 3.1% in Q2 2026, buying an estimated $85.5K and bringing the position to 77,344 shares worth $2.9M. The position accounts for 1.17% of the portfolio, ranked #23.

Seamount Financial Group first reported a position in CGDG in Q4 2023 and has held it in 11 quarters since. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

Seamount Financial Group held 77,344 shares of Capital Group Dividend Growers ETF worth $2.9M as of Q2 2026.
Seamount Financial Group bought 2,298 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $85.5K.
Capital Group Dividend Growers ETF made up 1.17% of Seamount Financial Group's portfolio in Q2 2026, its #23 holding.
Seamount Financial Group first reported a position in Capital Group Dividend Growers ETF in Q4 2023 and has held it in 11 quarters since.
280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Seamount Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.