Bare Financial Services, Inc
Position in CGDG — Capital Group Dividend Growers ETF
CIK 2009426
GAP, PA
Position in CGDG
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,499,973
+$59,262 QoQ
Shares Held
41,782
+3.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.85%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,499,973 | 41,782 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,440,711 | 40,424 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $467,775 | 13,500 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $255,520 | 7,598 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||