BlueChip Wealth Advisors LLC
Position in CGDG — Capital Group Dividend Growers ETF
CIK 2015578
Milton, GA
Position in CGDG
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$5,134,633
-$534,550 QoQ
Shares Held
143,026
-10.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
5.27%
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 | $5,134,633 | 143,026 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $5,669,183 | 159,068 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,978,304 | 143,674 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $4,439,967 | 132,024 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $3,736,644 | 120,927 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||