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Confluence Wealth Services »

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

Tip: Access up to 7 years of quarterly data

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

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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
2024-03-31	$26M	913k	28.63
2023-12-31	$17M	624k	27.16

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Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)

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Dimensional Etf Trust U S Sm Cap Etf Us Small Cap Etf (DFAS)

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Ishares Tr Core Div Grwth Core Div Grwth (DGRO)

Ishares Tr Msci Eafe Etf Msci Eafe Etf (EFA)

Capital Group Intl Focus Shs Creation Unit Shs Creation Uni (CGXU)

Capital Group Divid Growers Etf Shs Etf (CGDG)

Dimensional Etf Trust World Ex U S Core Equity 2 Etf World Ex Us Core (DFAX)

Microsoft Corporation (MSFT)

Capital Group Growth Etf Shs Creation Unit Shs Creation Uni (CGGR)

View all positions for Confluence Wealth Services

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