Gutierrez Wealth Advisory, LLC
Position in CGDG — Capital Group Dividend Growers ETF
CIK 1965923
LITTLE ROCK, AR
Position in CGDG
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$684,397
+$116,510 QoQ
Shares Held
19,064
+19.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $684,397 | 19,064 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $567,887 | 15,934 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $411,503 | 11,876 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $309,294 | 9,197 | Shares | Sole | 2025-07-22 | |
| No filing history on record for this holder in this stock. | ||||||