World Investment Advisors
Position in CGDG — Capital Group Dividend Growers ETF
CIK 1652594
SANTA BARBARA, CA
Position in CGDG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,552,197
+$130,999 QoQ
Shares Held
94,700
-0.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#36
of 84 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CGDG Over Time
Shares Held
Position Value (USD)
All Filings in CGDG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,552,197 | 94,700 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,421,198 | 95,298 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,699,564 | 47,687 | Shares | Sole | 2026-03-13 | |
| 2025-09-30 | $1,631,771 | 47,093 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,270,137 | 37,768 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,132,638 | 36,655 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $744,260 | 25,110 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $796,200 | 25,918 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $723,426 | 25,428 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $607,671 | 21,225 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $321,927 | 11,853 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||