Venture Visionary Partners’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Venture Visionary Partners’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	$4.66M	Buy	125,869 +13,943	+12%	+$533K	0.12%	165
2026 Q2	$4.2M	Buy	111,926 +30,236	+37%	+$1.12M	0.12%	169
2026 Q1	$2.93M	Buy	81,690 +3,750	+5%	+$137K	0.1%	176
2025 Q4	$2.78M	Buy	77,940 +46,838	+151%	+$1.65M	0.09%	180
2025 Q3	$1.08M	Buy	31,102 +12,168	+64%	+$414K	0.04%	285
2025 Q2	$637K	Buy	18,934 +11,907	+169%	+$378K	0.02%	354
2025 Q1	$217K	Buy	+7,027	New	+$216K	0.01%	521

Other funds holding CGDG

SRWM

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

Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return

LWA

LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return

Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

MEAC

M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

PWM

Puff Wealth Management Haddonfield, New Jersey $106M AUM

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Venture Visionary Partners's CGDG Position: Q3 2026 in Review

Venture Visionary Partners increased its Capital Group Dividend Growers ETF (CGDG) stake by 12% in Q3 2026, buying an estimated $533K and bringing the position to 125,869 shares worth $4.66M. The position accounts for 0.12% of the portfolio, ranked #165.

Venture Visionary Partners first reported a position in CGDG in Q1 2025 and has held it in 7 quarters since. 16 funds tracked by Wall St. Rank hold CGDG as of Q3 2026.

Venture Visionary Partners held 125,869 shares of Capital Group Dividend Growers ETF worth $4.66M as of Q3 2026.
Venture Visionary Partners bought 13,943 Capital Group Dividend Growers ETF shares in Q3 2026, an estimated $533K.
Capital Group Dividend Growers ETF made up 0.12% of Venture Visionary Partners's portfolio in Q3 2026, its #165 holding.
Venture Visionary Partners first reported a position in Capital Group Dividend Growers ETF in Q1 2025 and has held it in 7 quarters since.
16 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.