J. Derek Lewis & Associates Inc.
Position in CGDG — Capital Group Dividend Growers ETF
CIK 2077884
NEWPORT BEACH, CA
Position in CGDG
as of Mar 31, 2026
· filed May 21, 2026
Position Value
$24,274,323
+$4,196,850 QoQ
Shares Held
676,165
+20.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
7.59%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,274,323 | 676,165 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $20,077,473 | 563,341 | Shares | Sole | 2026-03-23 | |
| No filing history on record for this holder in this stock. | ||||||