Ken Griffin
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Ken Griffin’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Ken Griffin’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 		$888K Buy
+33,670
New +$887K ﹤0.01% 8499
2025
Q2 		– Sell
-11,118
Closed -$289K – 12759
2025
Q1 		$289K Buy
+11,118
New +$290K ﹤0.01% 9685

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 22.96% 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

Ken Griffin's CGSM Position: Q2 2026 in Review

Ken Griffin opened a new position in Capital Group Short Duration Municipal Income ETF (CGSM) in Q2 2026: 33,670 shares worth $888K. The stake represents ﹤0.01% of the portfolio and ranks #8499 among its holdings. This is a return to the name: Ken Griffin previously reported a position in CGSM as recently as Q1 2025.

Ken Griffin first reported a position in CGSM in Q1 2025 and has held it in 2 quarters since. 158 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

  • Ken Griffin held 33,670 shares of Capital Group Short Duration Municipal Income ETF worth $888K as of Q2 2026.
  • Capital Group Short Duration Municipal Income ETF was a new Ken Griffin position in Q2 2026.
  • Capital Group Short Duration Municipal Income ETF made up ﹤0.01% of Ken Griffin's portfolio in Q2 2026, its #8499 holding.
  • Ken Griffin first reported a position in Capital Group Short Duration Municipal Income ETF in Q1 2025 and has held it in 2 quarters since.
  • 158 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.