NavPoint Financial, Inc.
Position in CGDG — Capital Group Dividend Growers ETF
CIK 2009813
Prior Lake, MN
Position in CGDG
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$5,793,147
+$1,031,394 QoQ
Shares Held
161,369
+20.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.97%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,793,147 | 161,369 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $4,761,753 | 133,607 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $3,115,589 | 89,916 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,521,858 | 45,253 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $252,978 | 8,187 | Shares | Sole | 2025-04-14 | |
| No filing history on record for this holder in this stock. | ||||||