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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.25M	Sell	47,811 -11,923	-20%	-$311K	0.03%	477
2025 Q1	$1.55M	Buy	+59,734	New	+$1.55M	0.02%	551