GRP
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Global Retirement Partners’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Global Retirement Partners’s Portfolio CGSD Stock Details CGSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$513K Hold
19,710
– – 0.01% 946
2025
Q3 		$512K Sell
19,710
-10,100
-34% -$262K 0.01% 765
2025
Q2 		$773K Buy
+29,810
New +$770K 0.02% 574
2024
Q4 		$11.3K Hold
440
– – ﹤0.01% 2358
2024
Q3 		$11.4K Buy
+440
New +$11.3K ﹤0.01% 2244

Other funds holding CGSD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WTFG
Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Global Retirement Partners's CGSD Position: Q4 2025 in Review

Global Retirement Partners held its Capital Group Short Duration Income ETF (CGSD) position steady in Q4 2025 at 19,710 shares worth $513K. The position accounts for 0.01% of the portfolio, ranked #946.

Global Retirement Partners first reported a position in CGSD in Q3 2024 and has held it in 5 quarters since. The position peaked at $773K in Q2 2025. 165 funds tracked by Wall St. Rank hold CGSD as of Q4 2025.

  • Global Retirement Partners held 19,710 shares of Capital Group Short Duration Income ETF worth $513K as of Q4 2025.
  • Global Retirement Partners left its Capital Group Short Duration Income ETF share count unchanged in Q4 2025.
  • Capital Group Short Duration Income ETF made up 0.01% of Global Retirement Partners's portfolio in Q4 2025, its #946 holding.
  • Global Retirement Partners first reported a position in Capital Group Short Duration Income ETF in Q3 2024 and has held it in 5 quarters since.
  • Global Retirement Partners's Capital Group Short Duration Income ETF position peaked at $773K in Q2 2025.
  • 165 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.