GI
CGSD icon

GAMMA Investing’s Capital Group Short Duration Income ETF CGSD Stock Holding History

GAMMA Investing’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 		– Sell
-1,043
Closed -$26.8K – 4341
2026
Q2 		$26.8K Buy
+1,043
New +$26.9K ﹤0.01% 2681

Other funds holding CGSD

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WSA
Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return
LWM
Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
FA
Freestate Advisors Overland Park, Kansas $130M AUM 7% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return
CL
CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

GAMMA Investing's CGSD Position: Q3 2026 in Review

GAMMA Investing sold out of Capital Group Short Duration Income ETF (CGSD) in Q3 2026, closing a stake of 1,043 shares — an estimated $26.8K sold.

GAMMA Investing first reported a position in CGSD in Q2 2026 and held it in 1 quarter. The position peaked at $26.8K in Q2 2026. 18 funds tracked by Wall St. Rank hold CGSD as of Q3 2026.

  • GAMMA Investing reported no remaining Capital Group Short Duration Income ETF position as of Q3 2026 after selling out during the quarter.
  • GAMMA Investing sold 1,043 Capital Group Short Duration Income ETF shares in Q3 2026, an estimated $26.8K.
  • GAMMA Investing first reported a position in Capital Group Short Duration Income ETF in Q2 2026 and held it in 1 quarter.
  • GAMMA Investing's Capital Group Short Duration Income ETF position peaked at $26.8K in Q2 2026.
  • 18 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.