GM
CGHM

GeoWealth Management’s Capital Group Municipal High-Income ETF CGHM Stock Holding History

GeoWealth Management’s Portfolio CGHM Stock Details CGHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$291K Sell
11,489
-599
-5% -$15.4K 0.01% 618
2025
Q4 		$308K Buy
12,088
+5,716
+90% +$146K 0.01% 561
2025
Q3 		$161K Buy
+6,372
New +$158K 0.01% 707

Other funds holding CGHM

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GeoWealth Management's CGHM Position: Q1 2026 in Review

GeoWealth Management reduced its Capital Group Municipal High-Income ETF (CGHM) stake by 5% in Q1 2026, selling an estimated $15.4K and leaving 11,489 shares worth $291K. The position accounts for 0.01% of the portfolio, ranked #618.

GeoWealth Management first reported a position in CGHM in Q3 2025 and has held it in 3 quarters since. The position peaked at $308K in Q4 2025. 165 funds tracked by Wall St. Rank hold CGHM as of Q1 2026.

  • GeoWealth Management held 11,489 shares of Capital Group Municipal High-Income ETF worth $291K as of Q1 2026.
  • GeoWealth Management sold 599 Capital Group Municipal High-Income ETF shares in Q1 2026, an estimated $15.4K.
  • Capital Group Municipal High-Income ETF made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #618 holding.
  • GeoWealth Management first reported a position in Capital Group Municipal High-Income ETF in Q3 2025 and has held it in 3 quarters since.
  • GeoWealth Management's Capital Group Municipal High-Income ETF position peaked at $308K in Q4 2025.
  • 165 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.