National Wealth Management Group, LLC
Position in CGDG — Capital Group Dividend Growers ETF
CIK 1977723
CINCINNATI, OH
Position in CGDG
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$3,880,323
+$336,710 QoQ
Shares Held
108,087
+8.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,880,323 | 108,087 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,543,613 | 99,428 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $271,274 | 7,829 | Shares | Sole | 2025-10-31 | |
| No filing history on record for this holder in this stock. | ||||||