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

Spire 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 		$14K Buy
372
+98
+36% +$3.65K ﹤0.01% 1549
2026
Q1 		$9.84K Hold
274
– – ﹤0.01% 1618
2025
Q4 		$9.77K Buy
274
+3
+1% +$106 ﹤0.01% 1707
2025
Q3 		$9.41K Buy
271
+1
+0.4% +$34 ﹤0.01% 1770
2025
Q2 		$9.07K Buy
270
+1
+0.4% +$32 ﹤0.01% 1752
2025
Q1 		$8.3K Hold
269
– – ﹤0.01% 1892
2024
Q4 		$7.96K Buy
+269
New +$8.18K ﹤0.01% 1905

Other funds holding CGDG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
LWM
LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
NWMG
National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Spire Wealth Management's CGDG Position: Q2 2026 in Review

Spire Wealth Management increased its Capital Group Dividend Growers ETF (CGDG) stake by 36% in Q2 2026, buying an estimated $3.65K and bringing the position to 372 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #1549.

Spire Wealth Management first reported a position in CGDG in Q4 2024 and has held it in 7 quarters since. 43 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

  • Spire Wealth Management held 372 shares of Capital Group Dividend Growers ETF worth $14K as of Q2 2026.
  • Spire Wealth Management bought 98 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $3.65K.
  • Capital Group Dividend Growers ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1549 holding.
  • Spire Wealth Management first reported a position in Capital Group Dividend Growers ETF in Q4 2024 and has held it in 7 quarters since.
  • 43 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.