Westside Investment Management, Inc.
Position in CGDG — Capital Group Dividend Growers ETF
CIK 1538383
SANTA MONICA, CA
Position in CGDG
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$692,511
+$121,380 QoQ
Shares Held
19,290
+20.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $692,511 | 19,290 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $571,131 | 16,025 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $554,400 | 16,000 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $398,515 | 11,850 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $81,112 | 2,625 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $11,856 | 400 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $12,288 | 400 | Shares | Sole | 2024-11-20 | |
| No filing history on record for this holder in this stock. | ||||||