Atria Investments, Inc
Position in CGDG — Capital Group Dividend Growers ETF
CIK 1535865
Charlotte, NC
Position in CGDG
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$679,335
+$433,562 QoQ
Shares Held
18,923
+174.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CGDG Over Time
Shares Held
Position Value (USD)
All Filings in CGDG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $679,335 | 18,923 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $245,773 | 6,896 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $217,116 | 6,266 | Shares | Sole | 2025-11-06 | |
| 2025-03-31 | $237,528 | 7,687 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $233,563 | 7,880 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $246,220 | 8,015 | Shares | Sole | 2024-11-01 | |
| No filing history on record for this holder in this stock. | ||||||