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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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

GeoWealth Management's CGMU Position: Q1 2026 in Review

GeoWealth Management reduced its Capital Group Municipal Income ETF (CGMU) stake by 3.9% in Q1 2026, selling an estimated $11.7K and leaving 10,381 shares worth $282K. The position accounts for 0.01% of the portfolio, ranked #629.

GeoWealth Management first reported a position in CGMU in Q3 2025 and has held it in 3 quarters since. The position peaked at $296K in Q4 2025. 330 funds tracked by Wall St. Rank hold CGMU as of Q1 2026.

  • GeoWealth Management held 10,381 shares of Capital Group Municipal Income ETF worth $282K as of Q1 2026.
  • GeoWealth Management sold 423 Capital Group Municipal Income ETF shares in Q1 2026, an estimated $11.7K.
  • Capital Group Municipal Income ETF made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #629 holding.
  • GeoWealth Management first reported a position in Capital Group Municipal Income ETF in Q3 2025 and has held it in 3 quarters since.
  • GeoWealth Management's Capital Group Municipal Income ETF position peaked at $296K in Q4 2025.
  • 330 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q1 2026.

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