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
Q2 		$298K Buy
11,514
+25
+0.2% +$641 0.01% 657
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 $484B AUM 34.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

GeoWealth Management's CGHM Position: Q2 2026 in Review

GeoWealth Management increased its Capital Group Municipal High-Income ETF (CGHM) stake by 0.22% in Q2 2026, buying an estimated $641 and bringing the position to 11,514 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #657.

GeoWealth Management first reported a position in CGHM in Q3 2025 and has held it in 4 quarters since. The position peaked at $308K in Q4 2025. 193 funds tracked by Wall St. Rank hold CGHM as of Q2 2026.

  • GeoWealth Management held 11,514 shares of Capital Group Municipal High-Income ETF worth $298K as of Q2 2026.
  • GeoWealth Management bought 25 Capital Group Municipal High-Income ETF shares in Q2 2026, an estimated $641.
  • Capital Group Municipal High-Income ETF made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #657 holding.
  • GeoWealth Management first reported a position in Capital Group Municipal High-Income ETF in Q3 2025 and has held it in 4 quarters since.
  • GeoWealth Management's Capital Group Municipal High-Income ETF position peaked at $308K in Q4 2025.
  • 193 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.