Capital Group Dividend Growe shares owned by Roehl & Yi Investment Advisors
Quarter-by-quarter ownership of Capital Group Dividend Growe (CGDG) shares owned by Roehl & Yi Investment Advisors
from 13F filings
Historical chart of Roehl & Yi Investment Advisors investment in Capital Group Dividend Growe
Tip: Access up to 7 years of quarterly data
All positions including Capital Group Dividend Growe held by Roehl & Yi Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Capital Group Dividend Growe by Roehl & Yi Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $1.2M | 36k | 34.33 |
| 2025-09-30 | $1.1M | 33k | 33.01 |
| 2025-06-30 | $812k | 26k | 31.56 |
| 2025-03-31 | $806k | 28k | 29.14 |
| 2024-12-31 | $724k | 24k | 29.64 |
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