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 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 $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 $79.5B AUM 27.1% 1-Year Est. Return

WealthCare Investment Partners's CGDG Position: Q1 2026 in Review

WealthCare Investment Partners reduced its Capital Group Dividend Growers ETF (CGDG) stake by 0.69% in Q1 2026, selling an estimated $35.3K and leaving 139,160 shares worth $4.98M. The position accounts for 1.38% of the portfolio, ranked #19.

WealthCare Investment Partners first reported a position in CGDG in Q1 2025 and has held it in 5 quarters since. The position peaked at $5.04M in Q4 2025. 265 funds tracked by Wall St. Rank hold CGDG as of Q1 2026.

WealthCare Investment Partners held 139,160 shares of Capital Group Dividend Growers ETF worth $4.98M as of Q1 2026.
WealthCare Investment Partners sold 965 Capital Group Dividend Growers ETF shares in Q1 2026, an estimated $35.3K.
Capital Group Dividend Growers ETF made up 1.38% of WealthCare Investment Partners's portfolio in Q1 2026, its #19 holding.
WealthCare Investment Partners first reported a position in Capital Group Dividend Growers ETF in Q1 2025 and has held it in 5 quarters since.
WealthCare Investment Partners's Capital Group Dividend Growers ETF position peaked at $5.04M in Q4 2025.
265 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q1 2026.

Based on WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.