GWM
CGHM

Geneos Wealth Management’s Capital Group Municipal High-Income ETF CGHM Stock Holding History

Geneos Wealth Management’s Portfolio CGHM Stock Details CGHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$179K Buy
6,910
+1,600
+30% +$41K ﹤0.01% 1032
2026
Q1 		$134K Hold
5,310
– – ﹤0.01% 1083
2025
Q4 		$135K Buy
5,310
+1,000
+23% +$25.5K ﹤0.01% 1062
2025
Q3 		$109K Sell
4,310
-1,227
-22% -$30.4K ﹤0.01% 1091
2025
Q2 		$136K Buy
5,537
+5,320
+2,452% +$131K ﹤0.01% 1128
2025
Q1 		$5.44K Buy
+217
New +$5.51K ﹤0.01% 2488

Other funds holding CGHM

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Geneos Wealth Management's CGHM Position: Q2 2026 in Review

Geneos Wealth Management increased its Capital Group Municipal High-Income ETF (CGHM) stake by 30% in Q2 2026, buying an estimated $41K and bringing the position to 6,910 shares worth $179K. The position accounts for ﹤0.01% of the portfolio, ranked #1032.

Geneos Wealth Management first reported a position in CGHM in Q1 2025 and has held it in 6 quarters since. 193 funds tracked by Wall St. Rank hold CGHM as of Q2 2026.

  • Geneos Wealth Management held 6,910 shares of Capital Group Municipal High-Income ETF worth $179K as of Q2 2026.
  • Geneos Wealth Management bought 1,600 Capital Group Municipal High-Income ETF shares in Q2 2026, an estimated $41K.
  • Capital Group Municipal High-Income ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1032 holding.
  • Geneos Wealth Management first reported a position in Capital Group Municipal High-Income ETF in Q1 2025 and has held it in 6 quarters since.
  • 193 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.