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GPS Wealth Strategies Group’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

GPS Wealth Strategies Group’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 		– Sell
-1,350
Closed -$35.6K – 722
2025
Q3 		$35.6K Sell
1,350
-600
-31% -$15.8K ﹤0.01% 759
2025
Q2 		$50.9K Hold
1,950
– – 0.01% 630
2025
Q1 		$50.7K Buy
+1,950
New +$50.9K 0.01% 604

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

GPS Wealth Strategies Group's CGSM Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Capital Group Short Duration Municipal Income ETF (CGSM) in Q4 2025, closing a stake of 1,350 shares — an estimated $35.6K sold.

GPS Wealth Strategies Group first reported a position in CGSM in Q1 2025 and held it in 3 quarters. The position peaked at $50.9K in Q2 2025. 132 funds tracked by Wall St. Rank hold CGSM as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining Capital Group Short Duration Municipal Income ETF position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 1,350 Capital Group Short Duration Municipal Income ETF shares in Q4 2025, an estimated $35.6K.
  • GPS Wealth Strategies Group first reported a position in Capital Group Short Duration Municipal Income ETF in Q1 2025 and held it in 3 quarters.
  • GPS Wealth Strategies Group's Capital Group Short Duration Municipal Income ETF position peaked at $50.9K in Q2 2025.
  • 132 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.