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Genesis Private Wealth’s Capital Group Municipal Income ETF CGMU Stock Holding History

Genesis Private Wealth’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 		$837K Buy
30,479
+10,423
+52% +$285K 0.24% 68
2026
Q1 		$545K Buy
20,056
+2,770
+16% +$76.4K 0.17% 81
2025
Q4 		$473K Buy
+17,286
New +$473K 0.15% 90

Other funds holding CGMU

VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
CTA
Clear Trail Advisors Houston, Texas $655M AUM
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
VPWL
VAQUERO PRIVATE WEALTH, LTD Dallas, Texas $486M AUM
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

Genesis Private Wealth's CGMU Position: Q2 2026 in Review

Genesis Private Wealth increased its Capital Group Municipal Income ETF (CGMU) stake by 52% in Q2 2026, buying an estimated $285K and bringing the position to 30,479 shares worth $837K. The position accounts for 0.24% of the portfolio, ranked #68.

Genesis Private Wealth first reported a position in CGMU in Q4 2025 and has held it in 3 quarters since. 76 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

  • Genesis Private Wealth held 30,479 shares of Capital Group Municipal Income ETF worth $837K as of Q2 2026.
  • Genesis Private Wealth bought 10,423 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $285K.
  • Capital Group Municipal Income ETF made up 0.24% of Genesis Private Wealth's portfolio in Q2 2026, its #68 holding.
  • Genesis Private Wealth first reported a position in Capital Group Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 76 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.