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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
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
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $501B 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 $528B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return