Geneos Wealth Management’s Capital Group Municipal Income ETF CGMU Stock Holding History

Geneos Wealth Management’s Portfolio CGMU Stock Details CGMU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.94M	Buy	70,577 +4,091	+6%	+$112K	0.04%	383
2026 Q1	$1.81M	Buy	66,486 +1,387	+2%	+$38.3K	0.04%	375
2025 Q4	$1.78M	Buy	65,099 +31,286	+93%	+$857K	0.04%	376
2025 Q3	$923K	Sell	33,813 -41,123	-55%	-$1.11M	0.02%	507
2025 Q2	$2M	Buy	74,936 +40,734	+119%	+$1.08M	0.05%	372
2025 Q1	$917K	Buy	+34,202	New	+$924K	0.03%	476

Other funds holding CGMU

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Geneos Wealth Management increased its Capital Group Municipal Income ETF (CGMU) stake by 6.2% in Q2 2026, buying an estimated $112K and bringing the position to 70,577 shares worth $1.94M. The position accounts for 0.04% of the portfolio, ranked #383.

Geneos Wealth Management first reported a position in CGMU in Q1 2025 and has held it in 6 quarters since. The position peaked at $2M in Q2 2025. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Geneos Wealth Management held 70,577 shares of Capital Group Municipal Income ETF worth $1.94M as of Q2 2026.
Geneos Wealth Management bought 4,091 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $112K.
Capital Group Municipal Income ETF made up 0.04% of Geneos Wealth Management's portfolio in Q2 2026, its #383 holding.
Geneos Wealth Management first reported a position in Capital Group Municipal Income ETF in Q1 2025 and has held it in 6 quarters since.
Geneos Wealth Management's Capital Group Municipal Income ETF position peaked at $2M in Q2 2025.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

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