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 Q3	$10.7M	Buy	286,421 +4,199	+1%	+$161K	2.84%	10
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	$9.6M	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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Boyer Financial Services Newport Beach, California $125M AUM 9.98% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

NavPoint Financial Prior Lake, Minnesota $283M AUM 9.09% 1-Year Est. Return

Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

LongView Wealth Management Atlanta, Georgia $415M AUM 12.41% 1-Year Est. Return

Sweeney & Michel's CGDG Position: Q3 2026 in Review

Sweeney & Michel increased its Capital Group Dividend Growers ETF (CGDG) stake by 1.5% in Q3 2026, buying an estimated $161K and bringing the position to 286,421 shares worth $10.7M. The position accounts for 2.84% of the portfolio, ranked #10.

Sweeney & Michel first reported a position in CGDG in Q3 2023 and has held it in 11 quarters since. The position peaked at $11M in Q2 2026. 83 funds tracked by Wall St. Rank hold CGDG as of Q3 2026.

Sweeney & Michel held 286,421 shares of Capital Group Dividend Growers ETF worth $10.7M as of Q3 2026.
Sweeney & Michel bought 4,199 Capital Group Dividend Growers ETF shares in Q3 2026, an estimated $161K.
Capital Group Dividend Growers ETF made up 2.84% of Sweeney & Michel's portfolio in Q3 2026, its #10 holding.
Sweeney & Michel first reported a position in Capital Group Dividend Growers ETF in Q3 2023 and has held it in 11 quarters since.
Sweeney & Michel's Capital Group Dividend Growers ETF position peaked at $11M in Q2 2026.
83 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.