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

StrongBox 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	$25.5K	Buy	+680	New	+$25.3K	0.01%	210

Other funds holding CGDG

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

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

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

Wealth Enhancement Advisory Services

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

Boyer Financial Services Newport Beach, California $118M AUM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

NavPoint Financial Prior Lake, Minnesota $270M AUM 14.97% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

StrongBox Wealth's CGDG Position: Q2 2026 in Review

StrongBox Wealth opened a new position in Capital Group Dividend Growers ETF (CGDG) in Q2 2026: 680 shares worth $25.5K. The stake represents 0.01% of the portfolio and ranks #210 among its holdings.

85 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

StrongBox Wealth held 680 shares of Capital Group Dividend Growers ETF worth $25.5K as of Q2 2026.
Capital Group Dividend Growers ETF was a new StrongBox Wealth position in Q2 2026.
Capital Group Dividend Growers ETF made up 0.01% of StrongBox Wealth's portfolio in Q2 2026, its #210 holding.
85 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on StrongBox Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.