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

Tempus Wealth Planning’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	$2.54M	Buy	67,781 +1,636	+2%	+$60.9K	0.5%	50
2026 Q1	$2.37M	Buy	66,145 +282	+0.4%	+$10.3K	0.55%	43
2025 Q4	$2.35M	Sell	65,863 -1,060	-2%	-$37.3K	0.54%	44
2025 Q3	$2.32M	Sell	66,923 -15,772	-19%	-$537K	0.53%	44
2025 Q2	$2.78M	Buy	82,695 +2,765	+3%	+$87.8K	0.69%	32
2025 Q1	$2.47M	Buy	79,930 +16,492	+26%	+$508K	0.74%	32
2024 Q4	$1.88M	Buy	63,438 +9,535	+18%	+$290K	0.57%	44
2024 Q3	$1.66M	Buy	53,903 +11,216	+26%	+$332K	0.61%	41
2024 Q2	$1.21M	Buy	42,687 +22,127	+108%	+$630K	0.51%	55
2024 Q1	$589K	Buy	20,560 +12,795	+165%	+$353K	0.26%	101
2023 Q4	$211K	Buy	+7,765	New	+$199K	0.09%	183

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

Tempus Wealth Planning's CGDG Position: Q2 2026 in Review

Tempus Wealth Planning increased its Capital Group Dividend Growers ETF (CGDG) stake by 2.5% in Q2 2026, buying an estimated $60.9K and bringing the position to 67,781 shares worth $2.54M. The position accounts for 0.5% of the portfolio, ranked #50.

Tempus Wealth Planning first reported a position in CGDG in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.78M in Q2 2025. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

Tempus Wealth Planning held 67,781 shares of Capital Group Dividend Growers ETF worth $2.54M as of Q2 2026.
Tempus Wealth Planning bought 1,636 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $60.9K.
Capital Group Dividend Growers ETF made up 0.5% of Tempus Wealth Planning's portfolio in Q2 2026, its #50 holding.
Tempus Wealth Planning first reported a position in Capital Group Dividend Growers ETF in Q4 2023 and has held it in 11 quarters since.
Tempus Wealth Planning's Capital Group Dividend Growers ETF position peaked at $2.78M in Q2 2025.
280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.