Gateway Wealth Partners’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Gateway Wealth Partners’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	$863K	Buy	33,471 +20,088	+150%	+$522K	0.03%	407
2025 Q4	$348K	Buy	13,383 +4,202	+46%	+$109K	0.04%	335
2025 Q3	$239K	Buy	+9,181	New	+$239K	0.03%	365
2025 Q2	–	Sell	-9,894	Closed	-$255K	–	359
2025 Q1	$255K	Buy	9,894 +1,390	+16%	+$35.8K	0.06%	269
2024 Q4	$218K	Buy	8,504 +10	+0.1%	+$257	0.06%	273
2024 Q3	$220K	Buy	+8,494	New	+$219K	0.06%	260

Other funds holding CGSD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Gateway Wealth Partners's CGSD Position: Q1 2026 in Review

Gateway Wealth Partners increased its Capital Group Short Duration Income ETF (CGSD) stake by 150% in Q1 2026, buying an estimated $522K and bringing the position to 33,471 shares worth $863K. The position accounts for 0.03% of the portfolio, ranked #407.

Gateway Wealth Partners first reported a position in CGSD in Q3 2024 and has held it in 6 quarters since. 187 funds tracked by Wall St. Rank hold CGSD as of Q1 2026.

Gateway Wealth Partners held 33,471 shares of Capital Group Short Duration Income ETF worth $863K as of Q1 2026.
Gateway Wealth Partners bought 20,088 Capital Group Short Duration Income ETF shares in Q1 2026, an estimated $522K.
Capital Group Short Duration Income ETF made up 0.03% of Gateway Wealth Partners's portfolio in Q1 2026, its #407 holding.
Gateway Wealth Partners first reported a position in Capital Group Short Duration Income ETF in Q3 2024 and has held it in 6 quarters since.
187 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q1 2026.

Based on Gateway Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.