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

Greykasell Wealth Strategies’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	$1.09M	Hold	41,356	–	–	0.4%	60
2026 Q1	$1.09M	Buy	41,356 +2,870	+7%	+$76.1K	0.44%	54
2025 Q4	$1.01M	Buy	38,486 +19,196	+100%	+$506K	0.4%	63
2025 Q3	$508K	Buy	+19,290	New	+$507K	0.21%	88

Other funds holding CGSM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Greykasell Wealth Strategies's CGSM Position: Q2 2026 in Review

Greykasell Wealth Strategies held its Capital Group Short Duration Municipal Income ETF (CGSM) position steady in Q2 2026 at 41,356 shares worth $1.09M. The position accounts for 0.4% of the portfolio, ranked #60.

Greykasell Wealth Strategies first reported a position in CGSM in Q3 2025 and has held it in 4 quarters since. 162 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

Greykasell Wealth Strategies held 41,356 shares of Capital Group Short Duration Municipal Income ETF worth $1.09M as of Q2 2026.
Greykasell Wealth Strategies left its Capital Group Short Duration Municipal Income ETF share count unchanged in Q2 2026.
Capital Group Short Duration Municipal Income ETF made up 0.4% of Greykasell Wealth Strategies's portfolio in Q2 2026, its #60 holding.
Greykasell Wealth Strategies first reported a position in Capital Group Short Duration Municipal Income ETF in Q3 2025 and has held it in 4 quarters since.
162 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2026, filed 11 Aug 2026.