Merited Wealth »

Capital Group Dividend Growe shares owned by Merited Wealth

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

Historical chart of Merited Wealth investment in Capital Group Dividend Growe

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Dividend Growe held by Merited Wealth 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 Merited Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.2M 88k 35.90
2025-12-31 $2.9M 83k 35.64

More positions owned by Merited Wealth

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Capital Group Core Balanced SHS (CGBL)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Capital Group Global Equity SHS (CGGE)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Group Dividend Growe Shs Etf (CGDG)
Dimensional Etf Trust World Ex Us Core (DFAX)
Lennar Corp Cl A (LEN)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard World Mega Grwth Ind (MGK)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)

View all positions for Merited Wealth

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