AssetMark Inc
CGSD icon

AssetMark Inc’s Capital Group Short Duration Income ETF CGSD Stock Holding History

AssetMark Inc’s Portfolio CGSD Stock Details CGSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$362K Buy
14,022
+1,978
+16% +$51.4K ﹤0.01% 1225
2025
Q4 		$313K Buy
12,044
+5,396
+81% +$140K ﹤0.01% 1213
2025
Q3 		$173K Buy
6,648
+6,134
+1,193% +$159K ﹤0.01% 1296
2025
Q2 		$13.3K Buy
+514
New +$13.3K ﹤0.01% 1900

Other funds holding CGSD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

AssetMark Inc's CGSD Position: Q1 2026 in Review

AssetMark Inc increased its Capital Group Short Duration Income ETF (CGSD) stake by 16% in Q1 2026, buying an estimated $51.4K and bringing the position to 14,022 shares worth $362K. The position accounts for ﹤0.01% of the portfolio, ranked #1225.

AssetMark Inc first reported a position in CGSD in Q2 2025 and has held it in 4 quarters since. 187 funds tracked by Wall St. Rank hold CGSD as of Q1 2026.

  • AssetMark Inc held 14,022 shares of Capital Group Short Duration Income ETF worth $362K as of Q1 2026.
  • AssetMark Inc bought 1,978 Capital Group Short Duration Income ETF shares in Q1 2026, an estimated $51.4K.
  • Capital Group Short Duration Income ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #1225 holding.
  • AssetMark Inc first reported a position in Capital Group Short Duration Income ETF in Q2 2025 and has held it in 4 quarters since.
  • 187 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.