SEC 13F Intelligence

Onyx Bridge Wealth Group LLC / CGDG

Onyx Bridge Wealth Group LLC’s Capital Group Dividend Growe Position

Does Onyx Bridge Wealth Group LLC own Capital Group Dividend Growe (CGDG)? Yes424.1K shares worth $15M (+1.64% of its 13F portfolio) as of Q1 2026, up from 414.5K shares the prior filed quarter.

Position Value
$15M
Q1 2026
Shares
424.1K
% of Portfolio
+1.64%
Quarters Held
4
currently held

Position History CGDG

Reported value by quarter
Q2 ’25: $10MQ2 ’25Q3 ’25: $14MQ3 ’25Q4 ’25: $15MQ4 ’25Q1 ’26: $15MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026424.1K$15M+1.64%
Q4 2025414.5K$15M+1.57%
Q3 2025406.9K$14M+1.53%
Q2 2025285.3K$10M+1.27%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Onyx Bridge Wealth Group LLC’s full portfolio or all institutional holders of CGDG.