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Capital Group Dividend Growe shares owned by Diversify Wealth Management

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

Historical chart of Diversify Wealth Management investment in Capital Group Dividend Growe

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Dividend Growe by Diversify Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $751k 20k 36.76

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NVIDIA Corporation (NVDA)
Broadcom (AVGO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Series Trust State Street Spd (SPYG)
Spdr Series Trust State Street Spd (SPYV)
Apple (AAPL)
Amazon (AMZN)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Index Shs Fds State Street Spd (SPDW)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Diversify Wealth Management

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