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Capital Group Dividend Growe shares owned by Balboa Wealth Partners

Quarter-by-quarter ownership of Capital Group Dividend Growe (CGDG) shares owned by Balboa Wealth Partners from 13F filings

Historical chart of Balboa Wealth Partners investment in Capital Group Dividend Growe

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Dividend Growe by Balboa Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $274k 7.7k 35.64
2025-09-30 $270k 7.8k 34.65
2025-06-30 $239k 7.1k 33.63

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Applovin Corp Com Cl A (APP)
Palantir Technologies Cl A (PLTR)

View all positions for Balboa Wealth Partners

Top funds holding Capital Group Dividend Growe

Capital Research and Management Company - Division 3
LPL Financial
Envestnet Asset Management
Advance Capital Management
Capital Group Private Client Services
Raymond James Financial
Cetera Investment Advisers
Wells Fargo & Company
Commonwealth Equity Services
Royal Bank of Canada
Confluence Wealth Services
Mml Investors Services
Cambridge Investment Research Advisors
Jones Financial Companies, L.L
Advisor Group Holdings

View all funds holding Capital Group Dividend Growe