WealthCare Investment Partners’s Capital Group Dividend Growers ETF CGDG Stock Holding History

WealthCare Investment 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 Q2	$5.24M	Buy	139,637 +477	+0.3%	+$17.7K	1.27%	20
2026 Q1	$4.98M	Sell	139,160 -965	-0.7%	-$35.3K	1.38%	19
2025 Q4	$5.04M	Buy	140,125 +326	+0.2%	+$11.5K	1.47%	18
2025 Q3	$4.87M	Buy	139,799 +710	+0.5%	+$24.2K	1.58%	15
2025 Q2	$4.72M	Sell	139,089 -7,933	-5%	-$252K	1.7%	15
2025 Q1	$4.39M	Buy	+147,022	New	+$4.52M	1.86%	14

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

WealthCare Investment Partners's CGDG Position: Q2 2026 in Review

WealthCare Investment Partners increased its Capital Group Dividend Growers ETF (CGDG) stake by 0.34% in Q2 2026, buying an estimated $17.7K and bringing the position to 139,637 shares worth $5.24M. The position accounts for 1.27% of the portfolio, ranked #20.

WealthCare Investment Partners first reported a position in CGDG in Q1 2025 and has held it in 6 quarters since. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

WealthCare Investment Partners held 139,637 shares of Capital Group Dividend Growers ETF worth $5.24M as of Q2 2026.
WealthCare Investment Partners bought 477 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $17.7K.
Capital Group Dividend Growers ETF made up 1.27% of WealthCare Investment Partners's portfolio in Q2 2026, its #20 holding.
WealthCare Investment Partners first reported a position in Capital Group Dividend Growers ETF in Q1 2025 and has held it in 6 quarters since.
280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on WealthCare Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.