Golden State Wealth Management’s Capital Group Municipal Income ETF CGMU Stock Holding History

Golden State Wealth 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	$94.8K	Hold	3,449	–	–	0.01%	587
2026 Q1	$93.6K	Buy	3,449 +19	+0.6%	+$524	0.01%	534
2025 Q4	$93.9K	Buy	3,430 +30	+0.9%	+$821	0.01%	536
2025 Q3	$92.8K	Buy	3,400 +29	+0.9%	+$780	0.01%	524
2025 Q2	$90K	Sell	3,371 -20	-0.6%	-$531	0.01%	510
2025 Q1	$91K	Buy	3,391 +925	+38%	+$25K	0.01%	469
2024 Q4	$66.4K	Buy	+2,466	New	+$67K	0.01%	523

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Golden State Wealth Management's CGMU Position: Q2 2026 in Review

Golden State Wealth Management held its Capital Group Municipal Income ETF (CGMU) position steady in Q2 2026 at 3,449 shares worth $94.8K. The position accounts for 0.01% of the portfolio, ranked #587.

Golden State Wealth Management first reported a position in CGMU in Q4 2024 and has held it in 7 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Golden State Wealth Management held 3,449 shares of Capital Group Municipal Income ETF worth $94.8K as of Q2 2026.
Golden State Wealth Management left its Capital Group Municipal Income ETF share count unchanged in Q2 2026.
Capital Group Municipal Income ETF made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #587 holding.
Golden State Wealth Management first reported a position in Capital Group Municipal Income ETF in Q4 2024 and has held it in 7 quarters since.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.