Sweeney & Michel’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Sweeney & Michel’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	$11M	Sell	282,222 -3,905	-1%	-$145K	2.89%	9
2026 Q1	$10.7M	Buy	286,127 +3,766	+1%	+$138K	3.13%	8
2025 Q4	$10.7M	Buy	282,361 +1,053	+0.4%	+$37K	3.15%	8
2025 Q3	$9.58M	Buy	281,308 +11,037	+4%	+$376K	3.22%	8
2025 Q2	$9.14M	Buy	270,271 +3,313	+1%	+$105K	3.24%	8
2025 Q1	$7.48M	Buy	+266,958	New	+$8.22M	3.27%	8
2024 Q3	$8.51M	Buy	274,130 +4,898	+2%	+$145K	3.35%	8
2024 Q2	$7.72M	Buy	269,232 +2,077	+0.8%	+$59.1K	3.29%	8
2024 Q1	$7.73M	Buy	+267,155	New	+$7.37M	3.42%	8
2023 Q3	$4.72M	Buy	+188,278	New	+$4.68M	2.47%	11

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

Sweeney & Michel's CGDG Position: Q2 2026 in Review

Sweeney & Michel reduced its Capital Group Dividend Growers ETF (CGDG) stake by 1.4% in Q2 2026, selling an estimated $145K and leaving 282,222 shares worth $11M. The position accounts for 2.89% of the portfolio, ranked #9.

Sweeney & Michel first reported a position in CGDG in Q3 2023 and has held it in 10 quarters since. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

Sweeney & Michel held 282,222 shares of Capital Group Dividend Growers ETF worth $11M as of Q2 2026.
Sweeney & Michel sold 3,905 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $145K.
Capital Group Dividend Growers ETF made up 2.89% of Sweeney & Michel's portfolio in Q2 2026, its #9 holding.
Sweeney & Michel first reported a position in Capital Group Dividend Growers ETF in Q3 2023 and has held it in 10 quarters since.
280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.