GRP
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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
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 $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Global Retirement Partners reduced its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 14% in Q4 2025, selling an estimated $8.86K and leaving 2,045 shares worth $53.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2305.

Global Retirement Partners first reported a position in CGSM in Q3 2024 and has held it in 5 quarters since. The position peaked at $62.8K in Q3 2025. 132 funds tracked by Wall St. Rank hold CGSM as of Q4 2025.

  • Global Retirement Partners held 2,045 shares of Capital Group Short Duration Municipal Income ETF worth $53.9K as of Q4 2025.
  • Global Retirement Partners sold 336 Capital Group Short Duration Municipal Income ETF shares in Q4 2025, an estimated $8.86K.
  • Capital Group Short Duration Municipal Income ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2305 holding.
  • Global Retirement Partners first reported a position in Capital Group Short Duration Municipal Income ETF in Q3 2024 and has held it in 5 quarters since.
  • Global Retirement Partners's Capital Group Short Duration Municipal Income ETF position peaked at $62.8K in Q3 2025.
  • 132 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q4 2025.

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