Sunrise Financial Services, LLC
Position in CGDG — Capital Group Dividend Growers ETF
CIK 2110891
BURIEN, WA
Position in CGDG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$279,449
+$36,299 QoQ
Shares Held
7,450
+10.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#72
of 84 holders
Holding Since
Mar 2026
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $279,449 | 7,450 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $243,150 | 6,773 | Shares | Sole | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||