Gerber Kawasaki Wealth & Investment Management
Position in CGDG — Capital Group Dividend Growers ETF
CIK 1666736
SANTA MONICA, CA
Position in CGDG
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$1,349,265
-$289,533 QoQ
Shares Held
37,584
-18.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,349,265 | 37,584 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,638,798 | 45,982 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,557,864 | 44,960 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $815,359 | 24,245 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||