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Capital Group Dividend Growe shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of Capital Group Dividend Growe (CGDG) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in Capital Group Dividend Growe

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Dividend Growe held by Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Dividend Growe by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $322k 12k 27.16

More positions owned by Pensionmark Financial Group

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Ishares Tr S&p Mc 400gr Etf (IJK)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Core Msci Total (IXUS)
American Centy Etf Tr Us Eqt Etf (AVUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Ishares Tr Sp Smcp600vl Etf (IJS)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Pensionmark Financial Group

Top funds holding Capital Group Dividend Growe

Confluence Wealth Services
Commonwealth Equity Services
ValMark Advisers
Cary Street Partner Investment Advisory
Stifel Financial
Assetmark
Jane Street
Advisor Group Holdings
Raymond James & Associates
Cambridge Investment Research Advisors
Captrust Financial Advisors
Benjamin F. Edwards & Company
Raymond James Financial Services Advisors
Wealth Enhancement Advisory Services
Mayflower Financial Advisors

View all funds holding Capital Group Dividend Growe