Merited Wealth, LLC
Position in CGDG — Capital Group Dividend Growers ETF
CIK 2123943
NORTH BAY VILLAGE, FL
Position in CGDG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,344,583
-$1,818,494 QoQ
Shares Held
35,846
-59.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.69%
of 13F equity value
Holder Rank
#48
of 84 holders
Holding Since
Dec 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,344,583 | 35,846 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,163,077 | 88,108 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,949,351 | 82,754 | Shares | Sole | 2026-03-26 | |
| No filing history on record for this holder in this stock. | ||||||