Capital Group Dividend Growe shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of Capital Group Dividend Growe (CGDG) shares owned by Confluence Wealth Services
from 13F filings
Historical chart of Confluence Wealth Services investment in Capital Group Dividend Growe
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Quarterly reported holdings in Capital Group Dividend Growe by Confluence Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $60M | 1.7M | 34.65 |
| 2025-06-30 | $56M | 1.7M | 33.63 |
| 2025-03-31 | $48M | 1.6M | 30.51 |
| 2024-12-31 | $42M | 1.4M | 30.63 |
| 2024-09-30 | $32M | 1.1M | 30.72 |
| 2024-06-30 | $28M | 999k | 28.45 |
| 2024-03-31 | $26M | 913k | 28.63 |
| 2023-12-31 | $17M | 624k | 27.16 |
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