ACTION POINT FINANCIAL PLANNING, LLC
Position in CGDG — Capital Group Dividend Growers ETF
CIK 2116119
GRAND RAPIDS, MI
Position in CGDG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$14,401
New position
Shares Held
384
first reported quarter
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#83
of 84 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
All Filings in CGDG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,401 | 384 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||