Trueblood Wealth Management, LLC
Position in CGDG — Capital Group Dividend Growers ETF
CIK 2005380
LIMA, OH
Position in CGDG
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$2,197,367
+$178,076 QoQ
Shares Held
61,208
+8.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,197,367 | 61,208 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,019,291 | 56,658 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,710,358 | 49,361 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,595,541 | 47,444 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,301,044 | 42,105 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $829,327 | 27,980 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $562,636 | 18,315 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $380,888 | 13,388 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $226,577 | 7,914 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||