LRI Investments »

Capital Group Dividend Growe shares owned by LRI Investments

Quarter-by-quarter ownership of Capital Group Dividend Growe (CGDG) shares owned by LRI Investments from 13F filings

Historical chart of LRI Investments investment in Capital Group Dividend Growe

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital Group Dividend Growe by LRI Investments

Quarter filed Position value Share count Share price at filing
2025-12-31 $784k 22k 35.64
2025-09-30 $762k 22k 34.65
2025-06-30 $740k 22k 33.63

More positions owned by LRI Investments

Ares Management Corporation Cl A Com Stk Stock (ARES)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Dimensional Us Core Equity 1 Etf Etf (DCOR)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)
Dimensional International Core Equity Market Etf Etf (DFAI)
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)
Assured Guaranty Stock (AGO)
Wisdomtree International Equity Fund Etf (DWM)
Microsoft Corp Stock (MSFT)
Dimensional Us Marketwide Value Etf Etf (DFUV)
Meta Platforms Inc Cl A Stock (META)
Apple Stock (AAPL)
Dimensional International Value Etf Etf (DFIV)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)

View all positions for LRI Investments

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