Cauble & Harre Wealth Management’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Cauble & Harre Wealth Management’s Portfolio CGSM Stock Details CGSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.26M	Sell	85,683 -2,835	-3%	-$74.7K	1.81%	16
2026 Q1	$2.33M	Buy	88,518 +11,072	+14%	+$293K	1.86%	14
2025 Q4	$2.04M	Buy	+77,446	New	+$2.04M	1.71%	18

Other funds holding CGSM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Cauble & Harre Wealth Management's CGSM Position: Q2 2026 in Review

Cauble & Harre Wealth Management reduced its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 3.2% in Q2 2026, selling an estimated $74.7K and leaving 85,683 shares worth $2.26M. The position accounts for 1.81% of the portfolio, ranked #16.

Cauble & Harre Wealth Management first reported a position in CGSM in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.33M in Q1 2026. 162 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

Cauble & Harre Wealth Management held 85,683 shares of Capital Group Short Duration Municipal Income ETF worth $2.26M as of Q2 2026.
Cauble & Harre Wealth Management sold 2,835 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $74.7K.
Capital Group Short Duration Municipal Income ETF made up 1.81% of Cauble & Harre Wealth Management's portfolio in Q2 2026, its #16 holding.
Cauble & Harre Wealth Management first reported a position in Capital Group Short Duration Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
Cauble & Harre Wealth Management's Capital Group Short Duration Municipal Income ETF position peaked at $2.33M in Q1 2026.
162 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on Cauble & Harre Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.