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

WealthSpring 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 		– Sell
-22,902
Closed -$822K – 72
2026
Q1 		$822K Buy
+22,902
New +$839K 0.75% 30

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Envestnet Asset Management
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CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Morgan Stanley
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WealthSpring Partners's CGDG Position: Q2 2026 in Review

WealthSpring Partners sold out of Capital Group Dividend Growers ETF (CGDG) in Q2 2026, closing a stake of 22,902 shares — an estimated $822K sold.

WealthSpring Partners first reported a position in CGDG in Q1 2026 and held it in 1 quarter. The position peaked at $822K in Q1 2026. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

  • WealthSpring Partners reported no remaining Capital Group Dividend Growers ETF position as of Q2 2026 after selling out during the quarter.
  • WealthSpring Partners sold 22,902 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $822K.
  • WealthSpring Partners first reported a position in Capital Group Dividend Growers ETF in Q1 2026 and held it in 1 quarter.
  • WealthSpring Partners's Capital Group Dividend Growers ETF position peaked at $822K in Q1 2026.
  • 280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on WealthSpring Partners's 13F filing for Q2 2026, filed 5 Aug 2026.