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Capital Group Dividend Growe shares owned by Pensionmark Financial Group

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

Historical chart of Pensionmark Financial Group investment in Capital Group Dividend Growe

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

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Quarterly reported holdings in Capital Group Dividend Growe by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 47k 34.65
2025-06-30 $1.3M 38k 33.63
2025-03-31 $1.1M 37k 30.90
2024-12-31 $744k 25k 29.64
2024-09-30 $796k 26k 30.72
2024-06-30 $723k 25k 28.45
2024-03-31 $608k 21k 28.63
2023-12-31 $322k 12k 27.16