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Capital Group Dividend Growe shares owned by Gladstone Institutional Advisory

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

Historical chart of Gladstone Institutional 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 Gladstone Institutional 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 Gladstone Institutional Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 47k 34.65
2025-06-30 $1.4M 43k 33.63
2025-03-31 $969k 31k 30.90
2024-12-31 $621k 21k 29.64

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Microsoft Corporation (MSFT)
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First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Wisdomtree Tr Floatng Rat Trea (USFR)
Purecycle Technologies (PCT)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr S&p 500 Grwt Etf (IVW)
First Tr Exchange Traded Risng Divd Achiv (RDVY)

View all positions for Gladstone Institutional Advisory

Top funds holding Capital Group Dividend Growe

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

View all funds holding Capital Group Dividend Growe