Shira Ridge Wealth Management’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Shira Ridge Wealth Management’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	$4.47M	Buy	119,166 +7,143	+6%	+$266K	1.56%	18
2026 Q1	$4.02M	Buy	112,023 +45,048	+67%	+$1.65M	1.59%	18
2025 Q4	$2.39M	Buy	+66,975	New	+$2.36M	0.96%	23

Other funds holding CGDG

CWS

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BFS

Boyer Financial Services Newport Beach, California $118M AUM

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Shira Ridge Wealth Management's CGDG Position: Q2 2026 in Review

Shira Ridge Wealth Management increased its Capital Group Dividend Growers ETF (CGDG) stake by 6.4% in Q2 2026, buying an estimated $266K and bringing the position to 119,166 shares worth $4.47M. The position accounts for 1.56% of the portfolio, ranked #18.

Shira Ridge Wealth Management first reported a position in CGDG in Q4 2025 and has held it in 3 quarters since. 111 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

Shira Ridge Wealth Management held 119,166 shares of Capital Group Dividend Growers ETF worth $4.47M as of Q2 2026.
Shira Ridge Wealth Management bought 7,143 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $266K.
Capital Group Dividend Growers ETF made up 1.56% of Shira Ridge Wealth Management's portfolio in Q2 2026, its #18 holding.
Shira Ridge Wealth Management first reported a position in Capital Group Dividend Growers ETF in Q4 2025 and has held it in 3 quarters since.
111 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.