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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
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 $427B AUM 29.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Summit Wealth Group (Colorado)'s CGDG Position: Q1 2026 in Review

Summit Wealth Group (Colorado) increased its Capital Group Dividend Growers ETF (CGDG) stake by 11% in Q1 2026, buying an estimated $40.1K and bringing the position to 11,147 shares worth $400K. The position accounts for 0.04% of the portfolio, ranked #206.

Summit Wealth Group (Colorado) first reported a position in CGDG in Q4 2025 and has held it in 2 quarters since. 264 funds tracked by Wall St. Rank hold CGDG as of Q1 2026.

  • Summit Wealth Group (Colorado) held 11,147 shares of Capital Group Dividend Growers ETF worth $400K as of Q1 2026.
  • Summit Wealth Group (Colorado) bought 1,096 Capital Group Dividend Growers ETF shares in Q1 2026, an estimated $40.1K.
  • Capital Group Dividend Growers ETF made up 0.04% of Summit Wealth Group (Colorado)'s portfolio in Q1 2026, its #206 holding.
  • Summit Wealth Group (Colorado) first reported a position in Capital Group Dividend Growers ETF in Q4 2025 and has held it in 2 quarters since.
  • 264 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q1 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q1 2026, filed 23 Apr 2026.