Medallion Wealth Advisors, LLC
Position in CGDG — Capital Group Dividend Growers ETF
CIK 2131139
FARMINGTON, CT
Position in CGDG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$69,205
+$1,574 QoQ
Shares Held
1,845
-2.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#78
of 84 holders
Holding Since
Dec 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $69,205 | 1,845 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $67,631 | 1,884 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $64,718 | 1,816 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $41,023 | 1,184 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $23,607 | 702 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $13,966 | 452 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $9,395 | 317 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||