Gerber Kawasaki Wealth & Investment Management’s Capital Group Municipal Income ETF CGMU Stock Holding History

Gerber Kawasaki Wealth & Investment 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	$498K	Sell	18,111 -1,467	-7%	-$40.2K	0.01%	234
2026 Q1	$532K	Buy	19,578 +46	+0.2%	+$1.27K	0.02%	214
2025 Q4	$535K	Buy	19,532 +4,048	+26%	+$111K	0.02%	208
2025 Q3	$423K	Buy	15,484 +46	+0.3%	+$1.24K	0.01%	236
2025 Q2	$412K	Buy	15,438 +45	+0.3%	+$1.2K	0.02%	222
2025 Q1	$413K	Sell	15,393 -1,707	-10%	-$46.1K	0.02%	208
2024 Q4	$460K	Buy	+17,100	New	+$465K	0.02%	190

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's CGMU Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management reduced its Capital Group Municipal Income ETF (CGMU) stake by 7.5% in Q2 2026, selling an estimated $40.2K and leaving 18,111 shares worth $498K. The position accounts for 0.01% of the portfolio, ranked #234.

Gerber Kawasaki Wealth & Investment Management first reported a position in CGMU in Q4 2024 and has held it in 7 quarters since. The position peaked at $535K in Q4 2025. 273 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Gerber Kawasaki Wealth & Investment Management held 18,111 shares of Capital Group Municipal Income ETF worth $498K as of Q2 2026.
Gerber Kawasaki Wealth & Investment Management sold 1,467 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $40.2K.
Capital Group Municipal Income ETF made up 0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #234 holding.
Gerber Kawasaki Wealth & Investment Management first reported a position in Capital Group Municipal Income ETF in Q4 2024 and has held it in 7 quarters since.
Gerber Kawasaki Wealth & Investment Management's Capital Group Municipal Income ETF position peaked at $535K in Q4 2025.
273 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.