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Summit Wealth Group (Colorado)’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Summit Wealth Group (Colorado)’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 		$431K Buy
11,497
+350
+3% +$13K 0.04% 238
2026
Q1 		$400K Buy
11,147
+1,096
+11% +$40.1K 0.04% 206
2025
Q4 		$358K Buy
+10,051
New +$354K 0.05% 187

Other funds holding CGDG

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Morgan Stanley
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Summit Wealth Group (Colorado)'s CGDG Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Capital Group Dividend Growers ETF (CGDG) stake by 3.1% in Q2 2026, buying an estimated $13K and bringing the position to 11,497 shares worth $431K. The position accounts for 0.04% of the portfolio, ranked #238.

Summit Wealth Group (Colorado) first reported a position in CGDG in Q4 2025 and has held it in 3 quarters since. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

  • Summit Wealth Group (Colorado) held 11,497 shares of Capital Group Dividend Growers ETF worth $431K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 350 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $13K.
  • Capital Group Dividend Growers ETF made up 0.04% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #238 holding.
  • Summit Wealth Group (Colorado) first reported a position in Capital Group Dividend Growers ETF in Q4 2025 and has held it in 3 quarters since.
  • 280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.