Trinity Wealth Management, LLC
Position in CGDG — Capital Group Dividend Growers ETF
CIK 1685364
BERWYN, PA
Position in CGDG
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$471,438
+$45,540 QoQ
Shares Held
13,132
+9.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.20%
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 | $471,438 | 13,132 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $425,898 | 11,950 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $393,658 | 11,361 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $352,576 | 10,484 | Shares | Sole | 2025-07-11 | |
| No filing history on record for this holder in this stock. | ||||||