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Whelan Financial’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Whelan Financial’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 		$287K Hold
8,000
– – 0.09% 73
2025
Q4 		$285K Buy
+8,000
New +$281K 0.09% 69

Other funds holding CGDG

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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

Whelan Financial's CGDG Position: Q1 2026 in Review

Whelan Financial held its Capital Group Dividend Growers ETF (CGDG) position steady in Q1 2026 at 8,000 shares worth $287K. The position accounts for 0.09% of the portfolio, ranked #73.

Whelan Financial 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.

  • Whelan Financial held 8,000 shares of Capital Group Dividend Growers ETF worth $287K as of Q1 2026.
  • Whelan Financial left its Capital Group Dividend Growers ETF share count unchanged in Q1 2026.
  • Capital Group Dividend Growers ETF made up 0.09% of Whelan Financial's portfolio in Q1 2026, its #73 holding.
  • Whelan Financial 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 Whelan Financial's 13F filing for Q1 2026, filed 24 Apr 2026.