WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CGDG — CAPITAL GROUP DIVIDEND GROWE

Ownership history in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC  ·  9 quarters on record

AI Ownership Summary

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported CAPITAL GROUP DIVIDEND GROWE (CGDG) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.03% in 2026 Q1. The latest visible filing shows CGDG at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CGDG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's position in CAPITAL GROUP DIVIDEND GROWE, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CGDG was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CGDG stock page WEALTH ENHANCEMENT ADVISORY SERVICES, LLC fund profile WEALTH ENHANCEMENT ADVISORY SERVICES, LLC full holdings
How WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held CGDG — position size vs. price
% of Fund (quarterly)    CGDG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 348,655 +176,140 +102.1% 0.03% $12.6M 2026-04-08 $37.03
2025 Q4 ADDED — — — 172,515 +31,526 +22.4% 0.01% $6.3M 2026-01-08 $36.06
2025 Q3 ADDED — — — 140,989 +17,709 +14.4% 0.01% $4.9M 2025-10-29 $34.79
2025 Q2 ADDED — — — 123,280 +16,639 +15.6% 0.01% $4.2M 2025-07-10 $33.50
2025 Q1 ADDED — — — 106,641 +11,213 +11.8% 0.01% $3.3M 2025-04-16 $29.42
2024 Q4 UNCHANGED — — — 95,428 — 0% 0.01% $2.9M 2025-01-10 $28.53
2024 Q3 ADDED — — — 95,428 +20,515 +27.4% 0.01% $2.9M 2024-10-24 $29.77
2024 Q2 ADDED — — — 74,913 +32,722 +77.6% 0.01% $2.1M 2024-07-16 $28.53
2024 Q1 INITIATED — — — 42,191 — — 0.00% $1.2M 2024-04-15 $26.30

🏢 Other funds also holding CGDG

As of 2026 Q1 — sorted by position size

Boyer Financial Services, Inc. 11.31% J. Derek Lewis & Associates Inc. 4.71% Swisher Financial Concepts, Inc. 4.47% SWEENEY & MICHEL, LLC 3.13% Merited Wealth, LLC 2.62% Compton Financial Group, LLC 3Y 2.37% NavPoint Financial, Inc. 2.34% Onyx Bridge Wealth Group LLC 3Y 1.64% Shira Ridge Wealth Management 3Y 1.59% MFA Wealth Services 1.56%

FAQ About WEALTH ENHANCEMENT ADVISORY SERVICES, LLC and CGDG

These are the practical questions this page is built to answer before you even open the full history table.

How long has WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported owning CGDG?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported CGDG across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported CGDG position in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio?

The largest reported portfolio weight for CGDG was 0.03% in 2026 Q1.

What is the latest reported CGDG position on this page?

The most recent filing on this page is 2026 Q1, when WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported 348,655 shares, equal to 0.03% of portfolio, with an estimated market value of $12.6M.

What does the chart on this CGDG ownership page compare?

The chart compares WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's quarterly CGDG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did WEALTH ENHANCEMENT ADVISORY SERVICES, LLC time their CGDG position?

Based on 13F filing dates vs. subsequent CGDG price moves, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC correctly timed 6 out of 7 reported position changes (86%). The annualised alpha on CGDG relative to SPY over the holding period was +1.3%.

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