CGDG — CAPITAL GROUP DIVIDEND GROWE

Ownership history in Advance Capital Management, Inc.  ·  3 quarters on record

This page tracks every 13F SEC filing in which Advance Capital Management, Inc. reported a position in CAPITAL GROUP DIVIDEND GROWE (CGDG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
8.12% (2025 Q4)
Avg. % of fund
6.69%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 5,373,945 +124,692 +2.4% 8.12% $191.5M $35.64
2025 Q3 ADDED 5,249,253 +2,579,574 +96.6% 7.89% $181.9M $34.47
2025 Q2 INITIATED 2,669,679 — — 4.07% $89.8M $33.31
% of Fund (quarterly)    CGDG price (monthly, adj. close)

Other funds also holding CGDG

As of 2025 Q4 — sorted by position size

Swisher Financial Concepts, Inc. 4.22% FOURPATH CAPITAL MANAGEMENT, LLC 3Y 3.73% SWEENEY & MICHEL, LLC 3.15% Capital Group Private Client Services, Inc. 3Y 2.94% Confluence Wealth Services, Inc. 3Y 2.9% BNB Wealth Management, LLC 2.61% BlueChip Wealth Advisors LLC 2.38% NavPoint Financial, Inc. 2.04% Onyx Bridge Wealth Group LLC 3Y 1.57% WealthCare Investment Partners, LLC 3Y 1.47%
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