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

Geneos Wealth Management’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
2025 Q3	$120K	Sell
2025 Q2	$1.25M	Sell
2025 Q1	$1.55M	Buy