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Charter Capital Management’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Charter Capital Management’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
Q2 		$279K Buy
+10,858
New +$280K 0.12% 58

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MFG
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KPWS
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BAG
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WC
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return

Charter Capital Management's CGSD Position: Q2 2026 in Review

Charter Capital Management opened a new position in Capital Group Short Duration Income ETF (CGSD) in Q2 2026: 10,858 shares worth $279K. The stake represents 0.12% of the portfolio and ranks #58 among its holdings.

107 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

  • Charter Capital Management held 10,858 shares of Capital Group Short Duration Income ETF worth $279K as of Q2 2026.
  • Capital Group Short Duration Income ETF was a new Charter Capital Management position in Q2 2026.
  • Capital Group Short Duration Income ETF made up 0.12% of Charter Capital Management's portfolio in Q2 2026, its #58 holding.
  • 107 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Charter Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.