Lodestone Wealth Management LLC
Position in CGDG — Capital Group Dividend Growers ETF
CIK 1950158
SPOKANE, WA
Position in CGDG
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$558,280
+$7,536 QoQ
Shares Held
15,551
+0.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | $558,280 | 15,551 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $550,744 | 15,453 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $524,115 | 15,126 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $428,345 | 12,737 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $316,508 | 10,243 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $256,326 | 8,648 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||