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Capital Group Dividend Growe shares owned by Beacon Financial Advisory

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

Historical chart of Beacon Financial Advisory investment in Capital Group Dividend Growe

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Dividend Growe by Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $374k 10k 35.90

More positions owned by Beacon Financial Advisory

J P Morgan Exchange Traded F Equity Premium (JEPI)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Tcw Etf Trust Flexible Income (FLXR)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
First Tr Exchange-traded SHS (FVD)
T Rowe Price Etf Cap Appreciation (TCAF)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Spdr Series Trust State Street Spd (SPYM)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)

View all positions for Beacon Financial Advisory

Top funds holding Capital Group Dividend Growe

Capital Research and Management Company - Division 3
LPL Financial
Envestnet Asset Management
Capital Group Private Client Services
Wells Fargo & Company
Raymond James Financial
Morgan Stanley
Cetera Investment Advisers
Royal Bank of Canada
Commonwealth Equity Services
ValMark Advisers
Confluence Wealth Services
Cambridge Investment Research Advisors
Mml Investors Services
Jane Street

View all funds holding Capital Group Dividend Growe