Question 1

How many shares of CGDG does &PARTNERS own?

Accepted Answer

As of 2026-Q2, &PARTNERS holds 785,299 shares of CGDG (CAPITAL GROUP DIVIDEND GROWE).

Question 2

What is &PARTNERS's CGDG position worth?

Accepted Answer

As of 2026-Q2, &PARTNERS's CGDG position is worth $29.5M.

Question 3

Is &PARTNERS buying or selling CGDG?

Accepted Answer

In 2026-Q2, &PARTNERS increased their CGDG position (+22.2% change in shares).

Question 4

When did &PARTNERS first buy CGDG?

Accepted Answer

Based on available 13F filings, &PARTNERS first reported a position in CGDG in 2024-Q4. They have held the position across 7 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	785,299	+22.2%	$29.5M	0.1%	$37.51	41
2026-Q1	Increased	642,485	+22.2%	$23.1M	0.1%	$36.90	41
2025-Q4	Increased	525,821	+73.0%	$18.7M	0.1%	$35.85	42
2025-Q3	Increased	303,950	+45.7%	$10.6M	0.1%	$34.22	38
2025-Q2	Increased	208,554	+80.6%	$7.1M	0.1%	$33.16	42
2025-Q1	Increased	115,487	+768.7%	$3.6M	0.0%	$30.32	43
2024-Q4	New	13,294	-	$399,747	0.0%	$28.92	33

CGDG7 quarters

CGDG
7 quarters