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Vise Technologies’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Vise Technologies’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 		$249K Hold
7,000
– – ﹤0.01% 1253
2025
Q4 		$249K Buy
+7,000
New +$246K ﹤0.01% 1263

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CGPCS
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Raymond James Financial
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Wells Fargo
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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 $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Vise Technologies's CGDG Position: Q1 2026 in Review

Vise Technologies held its Capital Group Dividend Growers ETF (CGDG) position steady in Q1 2026 at 7,000 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #1253.

Vise Technologies first reported a position in CGDG in Q4 2025 and has held it in 2 quarters since. 264 funds tracked by Wall St. Rank hold CGDG as of Q1 2026.

  • Vise Technologies held 7,000 shares of Capital Group Dividend Growers ETF worth $249K as of Q1 2026.
  • Vise Technologies left its Capital Group Dividend Growers ETF share count unchanged in Q1 2026.
  • Capital Group Dividend Growers ETF made up ﹤0.01% of Vise Technologies's portfolio in Q1 2026, its #1253 holding.
  • Vise Technologies first reported a position in Capital Group Dividend Growers ETF in Q4 2025 and has held it in 2 quarters since.
  • 264 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.