Berger Financial Group, Inc
Position in CGDG — Capital Group Dividend Growers ETF
CIK 1826136
Plymouth, MN
Position in CGDG
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$472,479
+$10,906 QoQ
Shares Held
13,161
+1.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $472,479 | 13,161 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $461,573 | 12,951 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $443,069 | 12,787 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $428,816 | 12,751 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $271,950 | 8,801 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $228,139 | 7,697 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||