Lodestone Wealth Management’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Lodestone Wealth Management’s Portfolio CGSD Stock Details CGSD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$9.06M	Buy	359,008 +29,742	+9%	+$762K	3.05%	3
2026 Q2	$8.47M	Buy	329,266 +71,991	+28%	+$1.86M	2.99%	3
2026 Q1	$6.64M	Buy	257,275 +22,099	+9%	+$575K	2.63%	4
2025 Q4	$6.12M	Buy	235,176 +50,146	+27%	+$1.31M	2.49%	5
2025 Q3	$4.81M	Buy	185,030 +16,376	+10%	+$426K	2.16%	7
2025 Q2	$4.37M	Sell	168,654 -4,406	-3%	-$114K	2.13%	7
2025 Q1	$4.47M	Buy	173,060 +1,245	+0.7%	+$32.1K	2.38%	5
2024 Q4	$4.41M	Buy	171,815 +3,674	+2%	+$94.5K	2.21%	7
2024 Q3	$4.36M	Buy	168,141 +69,879	+71%	+$1.8M	2.18%	8
2024 Q2	$2.5M	Buy	98,262 +2,561	+3%	+$65K	1.32%	25
2024 Q1	$2.43M	Buy	95,701 +225	+0.2%	+$5.73K	1.27%	28
2023 Q4	$2.43M	Buy	+95,476	New	+$2.41M	1.41%	22
2023 Q3	–	Sell	-47,595	Closed	-$1.19M	–	129
2023 Q2	$1.19M	Buy	47,595 +32,918	+224%	+$838K	0.82%	41
2023 Q1	$375K	Buy	+14,677	New	+$374K	0.29%	87

Other funds holding CGSD

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin $201M AUM 13.89% 1-Year Est. Return

Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Richards, Merrill & Peterson Spokane, Washington $328M AUM 25.09% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

Saxony Capital Management St. Louis, Missouri $238M AUM 19.13% 1-Year Est. Return

Lodestone Wealth Management's CGSD Position: Q3 2026 in Review

Lodestone Wealth Management increased its Capital Group Short Duration Income ETF (CGSD) stake by 9% in Q3 2026, buying an estimated $762K and bringing the position to 359,008 shares worth $9.06M. The position accounts for 3.05% of the portfolio, ranked #3.

Lodestone Wealth Management first reported a position in CGSD in Q1 2023 and has held it in 14 quarters since. 61 funds tracked by Wall St. Rank hold CGSD as of Q3 2026.

Lodestone Wealth Management held 359,008 shares of Capital Group Short Duration Income ETF worth $9.06M as of Q3 2026.
Lodestone Wealth Management bought 29,742 Capital Group Short Duration Income ETF shares in Q3 2026, an estimated $762K.
Capital Group Short Duration Income ETF made up 3.05% of Lodestone Wealth Management's portfolio in Q3 2026, its #3 holding.
Lodestone Wealth Management first reported a position in Capital Group Short Duration Income ETF in Q1 2023 and has held it in 14 quarters since.
61 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.