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Capital Group Dividend Growe shares owned by Betterment

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

Historical chart of Betterment investment in Capital Group Dividend Growe

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Dividend Growe by Betterment

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.0M 84k 35.63
2025-09-30 $2.4M 70k 34.65
2025-06-30 $1.1M 34k 33.63

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Ishares Tr Core Us Aggbd Et (AGG)
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Goldman Sachs Activebeta Us Lg (GSLC)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
JP Morgan Ultra Shrt Etf (JPST)

View all positions for Betterment

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
Advisor Group Holdings
Jane Street

View all funds holding Capital Group Dividend Growe