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Whelan Financial

Position in CGDG — Capital Group Dividend Growers ETF

CIK 1894921 FRESNO, CA

Position in CGDG

as of Mar 31, 2026 · filed Apr 24, 2026
Position Value
$287,200
+$2,080 QoQ
Shares Held
8,000
0.0% QoQ
Ownership
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $287,200 8,000
2025-12-31 $285,120 8,000