WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in CGDG — Capital Group Dividend Growers ETF
CIK 1632972
PLYMOUTH, MN
Position in CGDG
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$12,516,714
+$6,368,280 QoQ
Shares Held
348,655
+102.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in CGDG Over Time
Shares Held
Position Value (USD)
All Filings in CGDG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,516,714 | 348,655 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $6,148,434 | 172,515 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $4,885,268 | 140,989 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $4,145,906 | 123,280 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $3,295,206 | 106,641 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $3,561,927 | 120,173 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $2,931,548 | 95,428 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,131,274 | 74,913 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,207,928 | 42,191 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||