GRP
CGSM icon

Global Retirement Partners’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Global Retirement Partners’s Portfolio CGSM Stock Details CGSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$54.1K Buy
+2,051
New +$54K ﹤0.01% 2465
2025
Q4 		$53.9K Sell
2,045
-336
-14% -$8.86K ﹤0.01% 2305
2025
Q3 		$62.8K Buy
2,381
+1,256
+112% +$33K ﹤0.01% 1776
2025
Q2 		$29.3K Buy
+1,125
New +$29.2K ﹤0.01% 2070
2024
Q4 		$32.1K Buy
1,236
+854
+224% +$22.3K ﹤0.01% 1829
2024
Q3 		$10K Buy
+382
New +$9.97K ﹤0.01% 2298

Other funds holding CGSM

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Global Retirement Partners's CGSM Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Capital Group Short Duration Municipal Income ETF (CGSM) in Q2 2026: 2,051 shares worth $54.1K. The stake represents ﹤0.01% of the portfolio and ranks #2465 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in CGSM as recently as Q4 2025.

Global Retirement Partners first reported a position in CGSM in Q3 2024 and has held it in 6 quarters since. The position peaked at $62.8K in Q3 2025. 162 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

  • Global Retirement Partners held 2,051 shares of Capital Group Short Duration Municipal Income ETF worth $54.1K as of Q2 2026.
  • Capital Group Short Duration Municipal Income ETF was a new Global Retirement Partners position in Q2 2026.
  • Capital Group Short Duration Municipal Income ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2465 holding.
  • Global Retirement Partners first reported a position in Capital Group Short Duration Municipal Income ETF in Q3 2024 and has held it in 6 quarters since.
  • Global Retirement Partners's Capital Group Short Duration Municipal Income ETF position peaked at $62.8K in Q3 2025.
  • 162 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.