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
2026 Q2	$812K	Buy	30,755 +24,304	+377%	+$640K	0.02%	592
2026 Q1	$170K	Hold	6,451	–	–	﹤0.01%	1013
2025 Q4	$170K	Buy	6,451 +1,900	+42%	+$50.1K	﹤0.01%	973
2025 Q3	$120K	Sell	4,551 -43,260	-90%	-$1.14M	﹤0.01%	1067
2025 Q2	$1.25M	Buy	47,811 +17,944	+60%	+$466K	0.03%	477
2025 Q1	$777K	Buy	+29,867	New	+$779K	0.03%	512

Other funds holding CGSM

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

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

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

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

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

CGPCS

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

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

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

Geneos Wealth Management increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 377% in Q2 2026, buying an estimated $640K and bringing the position to 30,755 shares worth $812K. The position accounts for 0.02% of the portfolio, ranked #592.

Geneos Wealth Management first reported a position in CGSM in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.25M in Q2 2025. 162 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

Geneos Wealth Management held 30,755 shares of Capital Group Short Duration Municipal Income ETF worth $812K as of Q2 2026.
Geneos Wealth Management bought 24,304 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $640K.
Capital Group Short Duration Municipal Income ETF made up 0.02% of Geneos Wealth Management's portfolio in Q2 2026, its #592 holding.
Geneos Wealth Management first reported a position in Capital Group Short Duration Municipal Income ETF in Q1 2025 and has held it in 6 quarters since.
Geneos Wealth Management's Capital Group Short Duration Municipal Income ETF position peaked at $1.25M in Q2 2025.
162 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

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