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 Q3	$569K	Buy	22,535 +3,932	+21%	+$101K	﹤0.01%	1218
2026 Q2	$479K	Buy	18,603 +4,581	+33%	+$118K	﹤0.01%	1241
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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin $201M AUM 13.89% 1-Year Est. Return

Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Landaas & Company Milwaukee, Wisconsin $606M AUM 16.46% 1-Year Est. Return

Souders Financial Advisors Cincinnati, Ohio $1.03B AUM 12.05% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

AssetMark Inc's CGSD Position: Q3 2026 in Review

AssetMark Inc increased its Capital Group Short Duration Income ETF (CGSD) stake by 21% in Q3 2026, buying an estimated $101K and bringing the position to 22,535 shares worth $569K. The position accounts for ﹤0.01% of the portfolio, ranked #1218.

AssetMark Inc first reported a position in CGSD in Q2 2025 and has held it in 6 quarters since. 95 funds tracked by Wall St. Rank hold CGSD as of Q3 2026.

AssetMark Inc held 22,535 shares of Capital Group Short Duration Income ETF worth $569K as of Q3 2026.
AssetMark Inc bought 3,932 Capital Group Short Duration Income ETF shares in Q3 2026, an estimated $101K.
Capital Group Short Duration Income ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1218 holding.
AssetMark Inc first reported a position in Capital Group Short Duration Income ETF in Q2 2025 and has held it in 6 quarters since.
95 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.