SEC 13F Intelligence

J. Derek Lewis & Associates Inc. / CGDG

J. Derek Lewis & Associates Inc.’s Capital Group Dividend Growe Position

Does J. Derek Lewis & Associates Inc. own Capital Group Dividend Growe (CGDG)? Yes676.2K shares worth $24M (+5.47% of its 13F portfolio) as of Q1 2026.

Position Value
$24M
Q1 2026
Shares
676.2K
% of Portfolio
+5.47%
Quarters Held
1
currently held

Position History CGDG

Reported value by quarter
Q1 ’26: $24MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026676.2K$24M+5.47%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See J. Derek Lewis & Associates Inc.’s full portfolio or all institutional holders of CGDG.