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

Simplicity Wealth’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	$1.24M	Sell	33,091 -22	-0.1%	-$819	0.04%	373
2026 Q1	$1.19M	Buy	33,113 +3,286	+11%	+$120K	0.07%	262
2025 Q4	$1.06M	Sell	29,827 -566	-2%	-$19.9K	0.06%	266
2025 Q3	$1.05M	Sell	30,393 -7,493	-20%	-$255K	0.06%	276
2025 Q2	$1.27M	Buy	37,886 +20,863	+123%	+$663K	0.05%	287
2025 Q1	$526K	Buy	+17,023	New	+$524K	0.04%	333
2024 Q4	–	Sell	-10,810	Closed	-$332K	–	360
2024 Q3	$332K	Sell	10,810 -5,253	-33%	-$155K	0.03%	378
2024 Q2	$457K	Buy	+16,063	New	+$457K	0.01%	791

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

Simplicity Wealth's CGDG Position: Q2 2026 in Review

Simplicity Wealth reduced its Capital Group Dividend Growers ETF (CGDG) stake by 0.07% in Q2 2026, selling an estimated $819 and leaving 33,091 shares worth $1.24M. The position accounts for 0.04% of the portfolio, ranked #373.

Simplicity Wealth first reported a position in CGDG in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.27M in Q2 2025. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

Simplicity Wealth held 33,091 shares of Capital Group Dividend Growers ETF worth $1.24M as of Q2 2026.
Simplicity Wealth sold 22 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $819.
Capital Group Dividend Growers ETF made up 0.04% of Simplicity Wealth's portfolio in Q2 2026, its #373 holding.
Simplicity Wealth first reported a position in Capital Group Dividend Growers ETF in Q2 2024 and has held it in 8 quarters since.
Simplicity Wealth's Capital Group Dividend Growers ETF position peaked at $1.27M in Q2 2025.
280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.