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Capital Group Dividend Growe shares owned by Gutierrez Wealth Advisory

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

Historical chart of Gutierrez Wealth 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 Gutierrez Wealth 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 Gutierrez Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $568k 16k 35.64
2025-09-30 $412k 12k 34.65
2025-06-30 $309k 9.2k 33.63

More positions owned by Gutierrez Wealth Advisory

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Index Fds Extend Mkt Etf (VXF)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)
Meta Platforms Cl A (META)

View all positions for Gutierrez Wealth Advisory

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