Shira Ridge Wealth Management
Position in CGDG — Capital Group Dividend Growers ETF
CIK 1961210
LARKSPUR, CA
Position in CGDG
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$4,021,625
+$1,634,636 QoQ
Shares Held
112,023
+67.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
10.11%
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 | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,021,625 | 112,023 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,386,989 | 66,975 | Shares | Sole | 2026-01-12 | |
| No filing history on record for this holder in this stock. | ||||||