Westside Investment Management’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Westside Investment Management’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	$886K	Buy	23,615 +4,325	+22%	+$161K	0.12%	151
2026 Q1	$693K	Buy	19,290 +3,265	+20%	+$120K	0.11%	163
2025 Q4	$571K	Buy	16,025 +25	+0.2%	+$880	0.09%	165
2025 Q3	$554K	Buy	16,000 +4,150	+35%	+$141K	0.09%	173
2025 Q2	$399K	Buy	11,850 +9,225	+351%	+$293K	0.07%	184
2025 Q1	$81.1K	Buy	2,625 +2,225	+556%	+$68.5K	0.02%	337
2024 Q4	$11.9K	Hold	400	–	–	﹤0.01%	654
2024 Q3	$12.3K	Buy	+400	New	+$11.8K	﹤0.01%	644

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

Westside Investment Management's CGDG Position: Q2 2026 in Review

Westside Investment Management increased its Capital Group Dividend Growers ETF (CGDG) stake by 22% in Q2 2026, buying an estimated $161K and bringing the position to 23,615 shares worth $886K. The position accounts for 0.12% of the portfolio, ranked #151.

Westside Investment Management first reported a position in CGDG in Q3 2024 and has held it in 8 quarters since. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

Westside Investment Management held 23,615 shares of Capital Group Dividend Growers ETF worth $886K as of Q2 2026.
Westside Investment Management bought 4,325 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $161K.
Capital Group Dividend Growers ETF made up 0.12% of Westside Investment Management's portfolio in Q2 2026, its #151 holding.
Westside Investment Management first reported a position in Capital Group Dividend Growers ETF in Q3 2024 and has held it in 8 quarters since.
280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.