Geneos Wealth Management’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Geneos Wealth Management’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 Q2	$30.2K	Sell	1,173 -6,919	-86%	-$179K	﹤0.01%	1657
2026 Q1	$209K	Hold	8,092	–	–	﹤0.01%	947
2025 Q4	$210K	Buy	8,092 +397	+5%	+$10.3K	0.01%	908
2025 Q3	$200K	Sell	7,695 -98,711	-93%	-$2.57M	0.01%	905
2025 Q2	$2.76M	Sell	106,406 -2,539	-2%	-$65.6K	0.07%	314
2025 Q1	$2.81M	Buy	108,945 +108,919	+418,919%	+$2.81M	0.09%	256
2024 Q4	$667	Buy	+26	New	+$669	﹤0.01%	2846

Other funds holding CGSD

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Geneos Wealth Management reduced its Capital Group Short Duration Income ETF (CGSD) stake by 86% in Q2 2026, selling an estimated $179K and leaving 1,173 shares worth $30.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1657.

Geneos Wealth Management first reported a position in CGSD in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.81M in Q1 2025. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

Geneos Wealth Management held 1,173 shares of Capital Group Short Duration Income ETF worth $30.2K as of Q2 2026.
Geneos Wealth Management sold 6,919 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $179K.
Capital Group Short Duration Income ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1657 holding.
Geneos Wealth Management first reported a position in Capital Group Short Duration Income ETF in Q4 2024 and has held it in 7 quarters since.
Geneos Wealth Management's Capital Group Short Duration Income ETF position peaked at $2.81M in Q1 2025.
188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

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