Trueblood Wealth Management’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Trueblood Wealth Management’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	$2.2M	Buy	61,208 +4,550	+8%	+$167K	0.86%	23
2025 Q4	$2.02M	Buy	56,658 +7,297	+15%	+$257K	0.79%	26
2025 Q3	$1.71M	Buy	49,361 +1,917	+4%	+$65.3K	0.67%	34
2025 Q2	$1.6M	Buy	47,444 +5,339	+13%	+$170K	0.67%	39
2025 Q1	$1.3M	Buy	42,105 +14,125	+50%	+$435K	0.6%	50
2024 Q4	$829K	Buy	27,980 +9,665	+53%	+$294K	0.41%	80
2024 Q3	$563K	Buy	18,315 +4,927	+37%	+$146K	0.28%	115
2024 Q2	$381K	Buy	13,388 +5,474	+69%	+$156K	0.21%	137
2024 Q1	$227K	Buy	+7,914	New	+$218K	0.13%	199

Other funds holding CGDG

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Trueblood Wealth Management's CGDG Position: Q1 2026 in Review

Trueblood Wealth Management increased its Capital Group Dividend Growers ETF (CGDG) stake by 8% in Q1 2026, buying an estimated $167K and bringing the position to 61,208 shares worth $2.2M. The position accounts for 0.86% of the portfolio, ranked #23.

Trueblood Wealth Management first reported a position in CGDG in Q1 2024 and has held it in 9 quarters since. 264 funds tracked by Wall St. Rank hold CGDG as of Q1 2026.

Trueblood Wealth Management held 61,208 shares of Capital Group Dividend Growers ETF worth $2.2M as of Q1 2026.
Trueblood Wealth Management bought 4,550 Capital Group Dividend Growers ETF shares in Q1 2026, an estimated $167K.
Capital Group Dividend Growers ETF made up 0.86% of Trueblood Wealth Management's portfolio in Q1 2026, its #23 holding.
Trueblood Wealth Management first reported a position in Capital Group Dividend Growers ETF in Q1 2024 and has held it in 9 quarters since.
264 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q1 2026.

Based on Trueblood Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.