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

Gateway Wealth Partners’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	$906K	Sell	34,328 -30,113	-47%	-$793K	0.05%	330
2026 Q1	$1.69M	Buy	64,441 +38,834	+152%	+$1.03M	0.07%	282
2025 Q4	$674K	Buy	25,607 +14,570	+132%	+$384K	0.08%	239
2025 Q3	$291K	Sell	11,037 -1,476	-12%	-$38.8K	0.04%	329
2025 Q2	$326K	Buy	+12,513	New	+$325K	0.06%	265

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

Gateway Wealth Partners's CGSM Position: Q2 2026 in Review

Gateway Wealth Partners reduced its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 47% in Q2 2026, selling an estimated $793K and leaving 34,328 shares worth $906K. The position accounts for 0.05% of the portfolio, ranked #330.

Gateway Wealth Partners first reported a position in CGSM in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.69M in Q1 2026. 162 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

Gateway Wealth Partners held 34,328 shares of Capital Group Short Duration Municipal Income ETF worth $906K as of Q2 2026.
Gateway Wealth Partners sold 30,113 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $793K.
Capital Group Short Duration Municipal Income ETF made up 0.05% of Gateway Wealth Partners's portfolio in Q2 2026, its #330 holding.
Gateway Wealth Partners first reported a position in Capital Group Short Duration Municipal Income ETF in Q2 2025 and has held it in 5 quarters since.
Gateway Wealth Partners's Capital Group Short Duration Municipal Income ETF position peaked at $1.69M in Q1 2026.
162 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.