QTR Family Wealth, LLC
Position in CGDG — Capital Group Dividend Growers ETF
CIK 2067954
LAKE MARY, FL
Position in CGDG
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$1,418,121
+$5,744 QoQ
Shares Held
39,502
-0.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
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 | $1,418,121 | 39,502 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,412,377 | 39,629 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,027,095 | 29,642 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $952,098 | 28,311 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $758,502 | 24,547 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||