Visionary Wealth Advisors
Position in CGDG — Capital Group Dividend Growers ETF
CIK 1802984
O'FALLON, IL
Position in CGDG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$447,156
+$55,236 QoQ
Shares Held
11,921
+9.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#66
of 84 holders
Holding Since
Sep 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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $447,156 | 11,921 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $391,920 | 10,917 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $301,942 | 8,472 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $201,628 | 5,819 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||