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Capital Group Dividend Growe shares owned by Lodestone Wealth Management

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

Historical chart of Lodestone 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 Lodestone 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 Lodestone Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $524k 15k 34.65
2025-06-30 $428k 13k 33.63
2025-03-31 $317k 10k 30.90
2024-12-31 $256k 8.6k 29.64

More positions owned by Lodestone Wealth Management

Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Capital Group Core Plus Income Etf Etf (CGCP)
Capital Group Dividend Value Etf Etf (CGDV)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Capital Group Short Duration Income Etf Etf (CGSD)
Jpmorgan Chase & Co Stock (JPM)
Nvidia Corporation Stock (NVDA)
Vanguard Value Etf Etf (VTV)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Amgen Stock (AMGN)
Dimensional U.s. Equity Market Etf Etf (DFUS)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Total Stock Market Etf Etf (VTI)

View all positions for Lodestone Wealth Management

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