VestGen Advisors’s Capital Group Dividend Growers ETF CGDG Stock Holding History

VestGen Advisors’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	$638K	Sell	17,013 -26	-0.2%	-$967	0.02%	589
2026 Q1	$635K	Sell	17,039 -26,745	-61%	-$979K	0.02%	590
2025 Q4	$1.56M	Sell	43,784 -217,074	-83%	-$7.64M	0.07%	274
2025 Q3	$9.04M	Sell	260,858 -12,049	-4%	-$410K	0.3%	70
2025 Q2	$9.18M	Sell	272,907 -2,998	-1%	-$95.2K	0.37%	59
2025 Q1	$8.53M	Buy	+275,905	New	+$8.49M	0.39%	55

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

VestGen Advisors's CGDG Position: Q2 2026 in Review

VestGen Advisors reduced its Capital Group Dividend Growers ETF (CGDG) stake by 0.15% in Q2 2026, selling an estimated $967 and leaving 17,013 shares worth $638K. The position accounts for 0.02% of the portfolio, ranked #589.

VestGen Advisors first reported a position in CGDG in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.18M in Q2 2025. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

VestGen Advisors held 17,013 shares of Capital Group Dividend Growers ETF worth $638K as of Q2 2026.
VestGen Advisors sold 26 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $967.
Capital Group Dividend Growers ETF made up 0.02% of VestGen Advisors's portfolio in Q2 2026, its #589 holding.
VestGen Advisors first reported a position in Capital Group Dividend Growers ETF in Q1 2025 and has held it in 6 quarters since.
VestGen Advisors's Capital Group Dividend Growers ETF position peaked at $9.18M in Q2 2025.
280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.