World Investment Advisors’s Capital Group Dividend Growers ETF CGDG Stock Holding History

World Investment Advisors’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	$3.4M	Sell	94,700 -598	-0.6%	-$22.2K	0.06%	350
2026 Q1	$3.42M	Buy	95,298 +47,611	+100%	+$1.74M	0.06%	349
2025 Q4	$1.7M	Buy	47,687 +594	+1%	+$20.9K	0.03%	519
2025 Q3	$1.63M	Buy	47,093 +9,325	+25%	+$318K	0.03%	451
2025 Q2	$1.27M	Buy	37,768 +1,113	+3%	+$35.4K	0.03%	466
2025 Q1	$1.13M	Buy	36,655 +11,545	+46%	+$355K	0.03%	469
2024 Q4	$744K	Sell	25,110 -808	-3%	-$24.6K	0.02%	552
2024 Q3	$796K	Buy	25,918 +490	+2%	+$14.5K	0.03%	475
2024 Q2	$723K	Buy	25,428 +4,203	+20%	+$120K	0.05%	342
2024 Q1	$608K	Buy	21,225 +9,372	+79%	+$258K	0.09%	191
2023 Q4	$322K	Buy	+11,853	New	+$303K	0.04%	293

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

World Investment Advisors's CGDG Position: Q2 2026 in Review

World Investment Advisors reduced its Capital Group Dividend Growers ETF (CGDG) stake by 0.63% in Q2 2026, selling an estimated $22.2K and leaving 94,700 shares worth $3.4M. The position accounts for 0.06% of the portfolio, ranked #350.

World Investment Advisors first reported a position in CGDG in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.42M in Q1 2026. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

World Investment Advisors held 94,700 shares of Capital Group Dividend Growers ETF worth $3.4M as of Q2 2026.
World Investment Advisors sold 598 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $22.2K.
Capital Group Dividend Growers ETF made up 0.06% of World Investment Advisors's portfolio in Q2 2026, its #350 holding.
World Investment Advisors first reported a position in Capital Group Dividend Growers ETF in Q4 2023 and has held it in 11 quarters since.
World Investment Advisors's Capital Group Dividend Growers ETF position peaked at $3.42M in Q1 2026.
280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.