GeoWealth Management’s Capital Group Municipal Income ETF CGMU Stock Holding History

GeoWealth Management’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	$285K	Buy	10,391 +10	+0.1%	+$274	0.01%	674
2026 Q1	$282K	Sell	10,381 -423	-4%	-$11.7K	0.01%	629
2025 Q4	$296K	Buy	10,804 +1,919	+22%	+$52.5K	0.01%	571
2025 Q3	$242K	Buy	+8,885	New	+$239K	0.01%	643

Other funds holding CGMU

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

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

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

GeoWealth Management's CGMU Position: Q2 2026 in Review

GeoWealth Management increased its Capital Group Municipal Income ETF (CGMU) stake by 0.1% in Q2 2026, buying an estimated $274 and bringing the position to 10,391 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #674.

GeoWealth Management first reported a position in CGMU in Q3 2025 and has held it in 4 quarters since. The position peaked at $296K in Q4 2025. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

GeoWealth Management held 10,391 shares of Capital Group Municipal Income ETF worth $285K as of Q2 2026.
GeoWealth Management bought 10 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $274.
Capital Group Municipal Income ETF made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #674 holding.
GeoWealth Management first reported a position in Capital Group Municipal Income ETF in Q3 2025 and has held it in 4 quarters since.
GeoWealth Management's Capital Group Municipal Income ETF position peaked at $296K in Q4 2025.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

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